Sonali has been in the financial services industry for close to 15 years and has held a variety of roles in large and boutique organisations. After years of working in the financial planning industry, Sonali realised she wanted to have an approach to money and financial advice that was refreshing, intelligent and light-hearted. An approach that is compassionate, relatable and non-judgemental , so her clients never feel daunted or intimated, where they feel their interest comes first, above all else.
She wants to inspire her clients to live their dream life and is passionate about working with them to help create just that.
Sonali is a qualified Charted Management Accountant with several Financial Planning qualifications to her name. Additionally, Sonali serves on the Corporate Governance panel of a National Australian Financial Services Licensee – The Advice Exchange, through which she strives to improve the client centric approach to Financial Planning and putting the best interest of the client first.
Outside of work, Sonali is mum to Liam and Spunky, a passionate foodie always keen to try out new cuisine, an aspiring minimalist and a fabulous cook! (Just don’t ask her to cook anything other than dessert though!)