- Advanced Diploma in Financial Planning
- Diploma in Financial Services (Financial Planning)
- Bachelor of Commerce (Honours)
- Post Graduate Diploma in Business Management
As a financial planner, I am committed to helping people achieve their goals, and being able to add value and make a tangible difference through tailored solutions.
With eight years in the finance industry, including four years with a major Australian bank, Shweta brings an experienced outlook to her financial planning role with StatePlus.
Shweta is focused on developing strong relationships with her clients in order to deliver relevant strategies that meet each clientís needs. Coupled with excellent technical skills, Shweta is a proactive planner who enjoys tailoring financial plans appropriate to personal circumstances.
Married for eight years, Shweta and her husband enjoy travelling and have lived in Sydneyís inner west for many years.