Yogita Patel

Financial Adviser

BA (Hons), ADFS (FP)

ASIC Identification number 1233697

Since graduating from university in 1995 with a Bachelor of Arts in Financial Services, Yogita has had a successful career in the financial services industry. She has extensive experience through a number of roles over 13 years within multinational bank HSBC in London, spanning across Corporate Institutional and Investment Banking, predominantly in relationship management of large insurance companies, pension funds, fund managers and banks. This has been further supporting with 7 years experience in risk and compliance at Westpac Group. To pursue her career in financial planning, Yogita completed the Diploma of Financial Planning and joined Wealthwise in February 2015, and has since completed the Advanced Diploma of Financial Planning.

Yogita is passionate about helping clients achieve their financial and lifestyle goals by simplifying complex financial matters and offering personalised holistic advise services. She can provide specialist advice in investment, superannuation, wealth protection and retirement planning strategies. It is also important to her to offer value for advice and engage with clients to form long term relationships based on mutual trust and be with them through their journey so they can make informed financial decisions and achieve their lifestyle goals.

Yogita Patel is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535 AFSL 357306

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