I have more than 20 year's experience in the financial services industry, working in the fields of funds management research and financial planning. Through hard work and determination, I have worked my way up through various roles to now running my own business. My extensive work experience and dealings with a diverse range of clients, combined with my continuing studies, has given me a broad knowledge base of financial planning strategies.
In August 2014 I established my own business, SP Financial Advice, which specialises in superannuation and retirement planning, investment strategies and wealth protection. I have established key relationships with other professionals in areas including accounting, estate planning, general insurance and mortgages.
My focus is on providing quality advice and educating my clients to fully understand the strategies and benefits of my recommendations. I am committed to building long term relationships with my clients and providing them with the best in professional advice and personal service.
Manjit commenced as the Customer Services Administrator with SP Financial Advice in March 2016, after having worked as the Senior Administrator with another prominent Brisbane-based Financial Planning office for 8 years. Prior to that role, Manjit was employed at one of the major retail banks, in various roles throughout that career. Overall, Manjit has over 36 year's experience in the financial services industry and brings to SP Financial Advice a wealth of knowledge and a strong commitment to customer service.
Manjit recently decided it was time to be known as her Indian-origin name, having been known for a majority of her life as 'Robyn'.
Boutique financial consulting, advisory firm
SP Financial Advice Pty Ltd as trustee for The S&NP Investment Trust ABN 60 597 526 905 trading as SP Financial Advice is a Corporate Authorised Representative (No. 462691) of Matrix Planning Solutions Limited ABN 45 087 470 200 AFS Licence No. 238256.