Yogita Patel's Location
Perth, WA, AU
Yogita Patel's Work
- Senior Financial Adviser @ Wealthwise Financial Planning
- Senior Risk and Compliance Analyst @ BT Financial Group
- Risk and Compliance Analyst @ BT Financial Group
Yogita Patel's Education
- Kaplan Professional
Tier 1 Margin Lending - Personal Advice (Tier 1 Margin Lending - Personal Advice)
2020 - 2020 - Kaplan Professional
Advanced Diploma in Financial Planning (ADFP) (Financial Planning and Services)
2015 - 2015 - Kaplan Professional
Diploma in Financial Planning (DFP)
2014 - 2014
- London Metropolitan University
Bachelor of Art (Honours) in Financial Services (Accounting and Finance)
1992 - 1995 - Hammersmith and West London College
BTEC National Diploma in Business and Finance
1990 - 1992 - Preston Manor High School1985 - 1990
Yogita Patel's Skills
- Relationship Management
- Securities
- Risk Management
- Banking
- Derivatives
- Equities
- Financial Services
- Financial Risk
- Portfolio Management
- Business Process Improvement
Yogita Patel's Summary
Yogita Patel, based in Perth, WA, AU, is currently a Senior Financial Adviser at Wealthwise Financial Planning, bringing experience from previous roles at BT Financial Group and HSBC Securities. Yogita Patel holds a 2020 - 2020 Tier 1 Margin Lending - Personal Advice in Tier 1 Margin Lending - Personal Advice @ Kaplan Professional. With a robust skill set that includes Relationship Management, Securities, Risk Management, Banking, Derivatives and more, Yogita Patel contributes valuable insights to the industry. Yogita Patel has 1 email on RocketReach.
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