Anjali moved into the area of Financial Planning three years ago after having assessed various areas in the Finance Sector. Prior to this role she worked as a CRM in a boutique Financial Services company; making personal bonds with the small client group. This gave her an opportunity to understand the needs of people throughout their various stages of life and how important receiving good financial advice is.
Anjali found that this area of finance has always interested her and she moved into the nicheof Self-Managed Super Fund’s to acquire the greatest exposure to a rapidly growing branch of Financial Planning. Anjali enjoys learning about what drives people with their financial goals and motivations. Through her role, she is able to engage with the new and existing clients to understand their specific financial needs and create relationships with them throughout their journey.
With an ageing population emerging, Anjali feels that Financial Planning is clearly a leading area in the Finance industry and hopes to specialise in the area of Self-Managed Super Funds. She continues to expand her knowledge base and understanding of financial advice through continuing education and, ultimately hopes to advise clients of her own.
In her spare time Anjali enjoys spending time with her family and friends. When she’s not at work, you’ll find her in the kitchen experimenting with new dishes or playing with her puppy. She loves to travel and has been lucky enough to visit over 30 countries.
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Phone: (03) 8627 1771
Email: anjali.das@spw.com.au