Preethi Mittur
Helping you get financially organised & plan for the future
Preethi is a seasoned professional with a decade of experience in the field of Private Wealth Management. She works closely with High-Net-Wealth (HNW) clients and helps them identify their goals; then translates their aspirations into concrete strategies, which she implements to make their dreams a reality.
Apart from working in the financial planning space, she also provides financial coaching to clients.
Preethi’s attention to detail, ability to see tasks through to the end, as well as her positive nature, allow her to work well within a team and with other specialist advisers to deliver results for clients. She does this, while forging long term professional relationships with colleagues and clients alike.
Preethi looks to continuously challenge the way things are done to create efficiencies, improve processes and design innovative solutions for clients. She also oversees the workflow of the business, ensures that all compliance requirements are met and enjoys buddying and mentoring junior staff members.
On a personal note, Preethi likes keeping fit and training for sporting challenges, but also enjoys a good Netflix binge, games night or a long walk with friends and her golden retriever.
EXPERIENCE AND QUALIFICATIONS
- Bachelor of Commerce (Finance)
- Bachelor of Economics (Actuarial Science & Economics)
- Graduate Diploma of Financial Planning
- Diploma of Finance & Mortgage Broking Management