Neel Popat's Location
Mount Waverley, Victoria, Australia
Neel Popat's Work
- Financial Advisor @ Lakeside Financial
- Financial Advisor @ Mint Financial Solutions
- Risk Insurance Adviser @ Trumpet Financial
- Financial Planning Assistant @ Trumpet Financial
- Risk Paraplanner @ Lifelong Insurance Solutions
- Client Services Administrator @ Lifelong Insurance Solutions
- Assistant Accountant @ Quality Pharmacy Group
- Billings and Admin and Accounts Receivable Officer @ Independent Cement & Lime
- Credit Control Officer @ ISS Facility Services Danmark
Neel Popat's Education
- FASEA
- Kaplan Professional
RG146 Compliant with Diploma of Financial Planning (Financial Planning and Services)
2016 - 2017 - CPA Australia
Accounting and Finance
2013 - 2016
- Swinburne University of Technology
Master's degree (Accounting and Finance)
2007 - 2009 - Symbiosis International University
Bachelor of Commerce (B.Com.) (Business/Commerce, General)
2000 - 2005 - Kaplan Professional
Advanced Diploma in Financial Planning (Financial Planning and Services)
Neel Popat's Skills
- Accounting
- Account Reconciliation
- Microsoft Excel
- Budgets
- Paraplanning
- Financial Reporting
- Financial Accounting
- QuickBooks
- Microsoft Office
Neel Popat's Summary
Neel Popat, based in Mount Waverley, Victoria, Australia, is currently a Financial Advisor at Lakeside Financial, bringing experience from previous roles at Mint Financial Solutions, Trumpet Financial Australia and Lifelong Insurance Solutions. Neel Popat holds a FASEA. With a robust skill set that includes Accounting, Account Reconciliation, Microsoft Excel, Budgets, Paraplanning and more, Neel Popat contributes valuable insights to the industry. Neel Popat has 1 email on RocketReach.
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