With over a decade of financial advisory experience, Praveena has worked with a wide range of clients with a specific focus on young professionals, corporate executives and retirees.
She takes pride in providing holistic wealth advice tailored to her clients’ unique personal circumstances and goals. Praveena assists clients with wealth building strategies including investment selection and ongoing investment management / review. She is particularly passionate about superannuation growth.
Since joining Pitcher Partners in May 2016, Praveena has used her strong work ethic and communication skills to establish and nurture strong professional relationships with clients. Her acute financial literacy and thorough research capabilities allow her to arm clients with investment choices that help reach their financial objectives.
Praveena is committed to the professional development of women in the financial sector. She has been actively involved in the Financial Planning Association Women in Financial Planning Mentoring Program.
Professional qualifications and memberships
- Bachelor of Commerce (Professional Accounting / Applied Finance), Macquarie University
- Certified Financial Planner, Financial Planning Association
- Diploma of Financial Planning, Kaplan
Resources
Financial Services Guide (FSG)
