Sonia Ambwani CFPCM, CFA(ICFAI)

Melbourne

Sonia Ambwani CFPCM, CFA(ICFAI) in Melbourne works at United Global Capital | ugc.net.au (Head Of Administration) and was educated at Financial Planning Standards Board, India.

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Jobs

United Global Capital | ugc.net.au Oct 2020 - Present
Head Of Administration

United Global Capital | ugc.net.au Jan 2020 - Sep 2020
Associate Adviser

United Global Capital | ugc.net.au Oct 2017 - Dec 2019
Senior Paraplanner/Financial Analyst

Education

Financial Planning Standards Board, India 2006 - 2006
CERTIFIED FINANCIAL PLANNERCM. Financial Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning

ICFAI University 2008 - 2010
Masters in Financial Analysis. Finance

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