Advanced Diploma of Financial Planning (Financial Planning and Services)
Kaplan Professional Education
Diploma of Financial Planning (Financial Planning and Services)
UTS:INSEARCH
Diploma of Business and Commerce (Business/Commerce, General)
Marist College Kogarah
Higher School Certificate (HSC) (High School/Secondary Certificate Program)
Yogen Lal's Skills
Retirement Planning
Wealth Management
Risk Management
Investment Advisory
Portfolio Management
Superannuation
Financial Planning
Yogen Lal's Summary
Yogen Lal, based in Sydney, NSW, AU, is currently a Associate Partner at Findex, bringing experience from previous roles at IOOF Holdings Ltd, Viridian Advisory, BT Financial Group and BT. Yogen Lal holds a Advanced Diploma of Financial Planning in Financial Planning and Services @ Kaplan Professional Education. With a robust skill set that includes Retirement Planning, Wealth Management, Risk Management, Investment Advisory, Portfolio Management and more, Yogen Lal contributes valuable insights to the industry. Yogen Lal has 1 email on RocketReach.