Shitij Mann
Director/ Principal Planner / Mortgage Consultant
Shitij Mann
Director/ Principal Planner / Mortgage Consultant
Hi, I am Shitij Director, Principal Advisor and Mortgage Consultant at Sydney West Financial Services and Strategic Wealth Financial Services.
I started Sydney West Financial Services in Sydney in October 2008 and Strategic Wealth Financial Services in Melbourne in September 2023, growing from a solo operation to a dedicated team of over 20 colleagues, all committed to helping clients achieve their objectives.
My career in Accounting and Auditing began in 1999 when I became part of my father's firm in India, concurrently working towards a Bachelor’s degree in Commerce and pursuing the Company Secretary certification. After 2003, I embarked on a new chapter in Australia, enrolling at UTS for my MBA. I maintain an optimistic perspective on life and hold the conviction that anyone is capable of altering their trajectory through effort, determination, and proactive actions.
Beyond my professional life, my enthusiasm for cricket has taught me valuable life lessons from icons such as Kapil Dev, Alan Border, Sachin Tendulkar, Shane Warne, and MS Dhoni on perseverance, strategy, persistence, trying your best, trusting the process, and concentrating on controllable actions rather than fretting over the uncontrollable.
Sukriti Mann
HR and Accounts
Sukriti Mann
HR and Accounts
Hi, I am Sukriti Mann, Accountant and HR Manager for Sydney West Financial Services and Strategic Wealth Financial Services.
Over the span of 21 years, my career has encompassed roles in both accounts and operations, with a focus on the IT and Finance sectors. Currently, at SWFS, my duties include overseeing external operations connected to tax, insurance, and human resource functions.
I have a strong enthusiasm for involving others and collaborating with them to attain objectives effectively. I hold the view that life is replete with unexpected events, each presenting an opportunity for personal growth and the attainment of greater accomplishments.
Khyati Asher
Compliance Head
Khyati Asher
Compliance Head
I have been working with SWFS for 15 years now which is my Second home. As the Head of Compliance, I am ensuring that we adheres to relevant laws, regulations, and industry standards. This includes developing and implementing compliance programs, policies, and procedures to mitigate risk and maintain a culture of compliance. Leveraging my comprehensive knowledge, I implement effective systems, processes, and operational strategies for seamless company functioning.
As a leader I want to be known for being genuine and true to myself and others. I do what I do having a strong purpose to do what is ‘right’ for others whether it is my friends, family, my team, or our clients. I enjoy challenging not only myself but also as a leader my team to learn and grow. I am at my best using my professional judgement and logics, driving an overall purpose of making the ‘Complex Simple.
Outside of work, I take immense pride in being a mother of 13-year-old boy and celebrating a happy marriage life of over 17 years. Family holds a special place in my heart, and I treasure the time spent with my loved ones.
Matthew Tame
Financial Planner / Team Leader – Sydney
Matthew Tame
Financial Planner / Team Leader – Sydney
I have been working in the finance industry for 20+ years with the past 13 years as a financial adviser. Previously, I worked as a financial adviser in one of the top four banks for 6 ½ years in Orange & Canberra before returning to my hometown of Sydney and joining Sydney West Financial Services.
A major motivation for me to join Sydney West Financial Services was that it is a family-oriented business that emphasizes respecting and caring for everyone, especially our customers, in the same way that I would want for me or my family to be treated.
I was inspired to be a financial adviser after seeing many clients miss out on their dreams. This motivates me to help those dreams come true by collaborating with our customers to comprehend their needs and implement strategic plans that will enable them to achieve these.
Jyoti Prasai
Financial Planner / Sydney
Jyoti Prasai
Financial Planner / Sydney
As an experienced financial adviser with more than 8 years of expertise in financial planning, I am committed to providing personalized financial guidance tailored to your unique needs and aspirations. I recognize that every client's financial situation is unique. By taking the time to understand your goals, risk tolerance, and financial objectives, I create customized plans that align with your aspirations and help you achieve long-term financial success. I provide advice on a wide range of financial planning areas such as retirement planning, investment management, insurance analysis, Centrelink advice and SMSF.
Angela Woo
Financial Planner / Sydney
Angela Woo
Financial Planner / Sydney
I am a financial planner with 16 years of experience in the financial planning industry with extensive knowledge and expertise in various areas of financial planning, such as retirement planning, wealth creation, tax planning, estate planning and insurance advice .
I can help you create a customized and comprehensive financial plan that suits your needs and preferences.
My goal is to provide you with professional advice, guidance, and support throughout your financial journey. I believe that financial planning is not only about numbers, but also about values, vision, and purpose.
Dasith Monnekulame
Financial Planner / Melbourne
Dasith Monnekulame
Financial Planner / Melbourne
As a Financial Planner, I enjoy empowering my clients to make informed financial decisions that enable them to achieve their goals and aspirations. Daz has the ability to make clients feel comfortable the instance they meet. His empathy and ability to listen enables Daz to identify his clients’ personal needs and goals and aspirations. This in turn allows him to develop advice solutions to achieve their goals and aspirations and explain it in a manner that enables his clients to make informed financial decisions that they are comfortable with.
Daz has been a Financial Planner for over 13 years with experience in the accounting, industry super fund and banking sectors. He enjoys working with a diverse range of clients including wealth accumulators, pre-retirees and post-retirees.
Outside the office, Daz enjoys spending time with his wife and two children.
Jay Chowdhury
Para Planner and Implementation
Jay Chowdhury
Para Planner and Implementation
I have been working with SWFS for past 5 years as a Praplaner. My current role as a senior Prapaner is to work closely with the advisers and other support staff to help develop and implement quality financial advice for clients. I also oversee the advice generation process, always endeavouring to develop new and more efficient ways to create a seamless process for clients.
Katy Qui
Para Planner and Implementation
Katy Qui
Para Planner and Implementation
I have five years of experience as a Paraplanner in the financial planning industry.
I collaborate with planners to develop and execute detailed forecasts and strategies to assist clients in accomplishing their objectives.
Take pleasure in speaking with clients by responding to their inquiries, ensuring that we provide outstanding customer service.
Lucia Quiroz
Implementation
Lucia Quiroz
Implementation
I have worked in the financial planning industry for over 15 years, and I am passionate about providing exceptional customer service to help our clients achieve their financial goals.
I believe that the greatest gift you can give yourself is to look after the areas of your life that matter the most- family, health, and finances. It gives me great satisfaction seeing clients grow and develop in financial confidence.
I am a single mother to a teenage son and my career in financial planning has allowed me to educate him on the importance of finance as he steps into his adult life.
Working with the team at Sydney West Financial Services has been most rewarding, as I am surrounded by a team who is passionate about what they do, who value the importance of continuous education and who all work towards the same goal of putting our clients first.
Linda Kim
Implementation
Linda Kim
Implementation
Hi! This is Linda, a mother of two and an enthusiast of fast walk.
I have been working in financial services industry for more than a decade in different roles. I joined Sydney West Financial Services in 2020 and now implement advice recommended, the final stage of financial advice process. I am thrilled of the idea of getting the advice and its strategy dressed into a tangible product for our clients.
My value and principles are putting our clients first for their best interest, which is also our company’s priority. Hope I can be of service to you soon!
Kelly Cotton
Client Services / Team Leader
Kelly Cotton
Client Services / Team Leader
I have been working in the finance industry for over 18 years, beginning in GIO Corporate in the City before taking up a role with Financial Planning firm in Parramatta. I have for the past 9 years been working with planners in their practices as the client liaison officer.
As the client service officer, I strive for excellence in the standard of customer care I deliver to our clients with a personal emphasis on the individuals need. The most rewarding part of my job is the day to day contact that I share with our clients.
Looking forward to getting to know you and helping with any queries you may have.
Stephanie Middlebrook
Client Service / Sydney
Stephanie Middlebrook
Client Service / Sydney
With over a decade of experience in the finance sector, I have taken on numerous roles fulfilling by my passion for assisting and caring for our clients.
My objective is to continuously strive for excellence while offering tailored and personalised customer service and care.
I am excited to assist you with friendly financial planning administration support as part of our team, helping you reach your aspirations and lifestyle objectives.
Barbara Rees
Client Services / Sydney
Barbara Rees
Client Services / Sydney
My name is Barbara and I love to help people.
I value honesty and integrity. Together, these values create a foundation of trust and mutual respect on which strong relationships can be built, especially with clients.
With a background in accounts payable and administration I moved into financial planning industry about 15 years ago.
I really enjoy my client services’ role, providing support and assistance to our clients to enable them to successfully achieve their financial goals and plan for the future.
Divya Sachdeva
Client Services / Sydney
Divya Sachdeva
Client Services / Sydney
I have been working in client services for past 9 years and financial planning industry since 2022.
I have developed a comprehensive understanding of the complexities of client management and my expertise include managing appointments and act as a primary point of contact for clients, addressing inquiries and ensuring all client interactions are handled with utmost professionalism and confidentiality.
Sylvia Gleeson
Client Services / Melbourne
Sylvia Gleeson
Client Services / Melbourne
My name is Sylvia, I live in Melbourne and work from our SWFS office in Melbourne.
I really enjoy looking after our clients providing support and assisting in all their requests.
Most importantly helping our clients achieve their financial goals and plan for their future.
Damien Janes
Client Services / Melbourne
Damien Janes
Client Services / Melbourne
I became a part of Strategic Wealth in September 2023 following a business merger.
With an extensive career in financial services, I firmly believe in the significant impact that quality advice can have on securing a better future.
My role at SWFS involves helping clients achieve a more promising future for themselves and their families.