I have over 27 years of experience in the Financial Services Industry that has enabled me to develop a wide and effective set of commercial and management skills that are suitable to assist clients deliver the required results. My most recent role was working as a Business development manager with AMP.
Over the years, I have worked as a Director of my own company as well as for Banking and Financial organisations specializing in all Aspects of Financial Planning and have held various roles:
• Business Development manager with AMP.
• Financial Planning Manager with Commonwealth Bank managing a team of 22 successful advisers.
• Financial Planner and Life Risk Business Development Manager at ANZ Bank.
• Director of Yogesh Shah Financial Services.
My primary focus is on investment management, strategic advice and personal risk insurance advice. I hold an International Business Administration degree and an Advanced Diploma in Financial Planning and am a Self Managed Superannuation Accredited specialist.
I have a high standard of professionalism, creativity, energy and am passionate about advising my clients to help and achieve their idea of Financial Freedom.