I’m a finance professional with experience in buy-side equity research and financial planning for HNI clients. I currently work with Australian clients, helping with cash-flow and retirement modelling, portfolio analysis, insurance recommendations and broader financial planning. I’ve also cleared CFA Level 1 and NISM Investment Adviser (XA), and I’m continuing to build my expertise in investments and wealth management. I enjoy breaking down complex financial concepts into simple, practical ideas and sharing what I’ve learned along the way.