Sonali Shah

Sonali Shah has a solid work experience in the financial planning industry. Sonali worked as a Senior Financial Planner at Aware Super since December 2020. Prior to that, they held the same role at Western Financial from September 2019 to December 2020. Sonali also worked at Westpac, where they served as a Senior Financial Planner from May 2012 to September 2019, and as a Relationship Manager from January 2005 to May 2012.

Sonali Shah obtained a National Exam in Financial Planning and Services from FASEA in 2019. In the same year, they also completed a course on Ethics and Professionalism in Financial Advice from Kaplan Professional. In 2012, Sonali completed the ADFP program from Kaplan, while in 2012 they obtained a DFS(FP) degree from the same institution. Their undergraduate degree, a Bachelor of Commerce (B.Com.), was obtained from the University of Mumbai in 2001. Sonali also holds an SSA certification from the SMSF Association, which they obtained in May 2018.