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Akriti Suri

Akriti Suri (NLWB)

Financial Planner

Qualifications

  • Bachelor of Commerce (Finance)
  • Diploma of Financial Planning

I aim to help clients achieve their financial goals so they can enjoy the important milestones in life.

Akriti has worked in the financial services industry since 2013. Originally joining First State Super as a Client Services Officer, Akriti developed a wealth of financial planning experience while completing her financial planning qualifications.

Assisting clients with their financial affairs is at the forefront of Akriti’s objectives. She is particularly passionate in helping clients enjoy a comfortable retirement by implementing sound financial plans. Akriti also actively encourages younger people to seek financial advice, believing early planning makes an enormous difference. Akriti is client focused and blends this with her financial planning knowledge to ensure that clients receive the highest standard of advice.

Akriti moved to Canberra in 2006 to attend the Australian National University, where she attained her Bachelor of Commerce (Finance). In her spare time, Akriti enjoys nature photography and likes to spend time with her family. Akriti also travels back home to India to see her extended family and enjoy the local cuisine.