Yogita Patel

Perth, Western Australia

Yogita Patel in Perth, Western Australia works at Wealthwise Financial Planning (Financial Adviser) and was educated at Kaplan Professional.

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Wealthwise Financial Planning Feb 2015 - Present - Present
Financial Adviser

BT Financial Group Jan 2014 - Jan 2015 1 year 1 month , Perth, Western Australia , Provide assurance to Governance Boards and to Senior Managers of business units tha... -
Senior Risk and Compliance Analyst

BT Financial Group Feb 2009 - Jan 2014 -
Risk & Compliance Analyst

Kaplan Professional   2020 - 2020
Tier 1 Margin Lending - Personal Advice. Tier 1 Margin Lending - Personal Advice

Kaplan Professional   2015 - 2015
Advanced Diploma in Financial Planning (ADFP). Financial Planning and Services