CPA®, B.AppFin, B.ComAcc, DipFS
Maneesha joined our firm in 2018 as Technical Services Manager with over 9 years experience as paraplanner and associate adviser at both large and boutique financial advice firms. Maneesha works closely with our three advisers Paul, Susan, Ryan and Simba on the research, analysis and formulation of strategies for new clients of our firm, as well as on technical advice issues impacting existing clients. Maneesha is a Certified Practising Accountant and a member of both CPA Australia and the Financial Planning Asssociation.
Qualifications & Accreditations
- Certified Practising Accountant CPA®
- Bachelor of Applied Finance / Bachelor of Commerce & Accounting, Macquarie University
- Diploma of Financial Services
- Financial Planning Association (FPA)
- CPA Australia