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Bhavna Dudani

Senior Paraplanner


With over 20 years of experience in the financial planning industry, Bhavna joined us in May 2022.

Having worked in various roles across the industry, and with an Advanced Diploma in Financial Planning, a Bachelor and Master of Commerce (India) and an MBA & MS (Finance) (USA), we're lucky to have such an experienced Paraplanner join our team.

Bhavna gains great satisfaction from making a positive difference in the lives of others and loves analysing each client's situation and creating strategies that best suit their individual needs.

To ensure the all important work/life balance, outside of work, Bhavna enjoys going for walks, spending time with her family and listening to Bollywood music.

"Do what you do, well."

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