Client Services Team
We are very excited to welcome three new members to the Step Up Financial team – Sanika, Sarvesh and Chirag.
They will be joining our client services team and expanding our service capabilities. The whole team at Step Up Financial is excited to welcome Sanika, Sarvesh and Chirag to our team and we are looking forward to continuing to support our clients in the best way we can.
Sanika not only brings experience in the field of financial planning and marketing research analytics but a passion for helping clients find ways to build their wealth and secure their financial future. Sanika loves how her role with Step Up Financial empowers her to be able to learn more and grow her career.
With a Master’s of Business Administration in Finance and Accounting, Sanika is currently completing her certificate in Financial Planning to add to her qualifications.
Chirag brings a wealth of experience in the financial services industry to Step Up Financial’s Client Service team.
He is a certified research analyst and affiliated financial planner who firmly believes in honest and transparent relationships with clients so that he can help them meet (and exceed) their financial goals.
With a particular passion for equity markets, Chirag is perfectly placed to help clients build their wealth.
Sarvesh is passionate about acquiring knowledge in the financial services industry. He is a financial services graduate who is committed to learning and growing his career on a daily basis.
We are thrilled to have another enthusiastic financial service expert join our passionate team.
Are you ready to upgrade your money mindset?
If you’re ready to hit your financial goals and upgrade your money mindset, why not get in touch with the team at Step Up Financial?
As fully qualified, experienced financial planners, we can provide you with expert financial services, including advice on:
- Debt management/debt reduction
- Retirement planning
- Asset finance
- Direct share portfolios and research
- Property investment advice
- Personal and business insurance
- Risk insurance
- Aged Care Advisory Services
And we encourage your pathway based on your own individual circumstances and values.