Yogita Patel in Perth works at Wealthwise Financial Planning (Financial Adviser) and was educated at Kaplan Professional.
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Wealthwise Financial Planning
Feb 2015
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Present
Financial Adviser
BT Financial Group
Jan 2014
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Jan 2015
Senior Risk and Compliance Analyst
BT Financial Group
Feb 2009
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Jan 2014
Risk & Compliance Analyst
Kaplan Professional
2020
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2020
Tier 1 Margin Lending - Personal Advice. Tier 1 Margin Lending - Personal Advice
Kaplan Professional
2015
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2015
Advanced Diploma in Financial Planning (ADFP). Financial Planning and Services
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AT WEALTHWISE FINANCIAL PLANNING