Pallavi Mahajan

Director and Principal Advisor
Qualifications:

• Bachelor in Commerce (BCom)
• Bachelor in Financial Planning
• Advanced Diploma in Financial Services (Financial Planning)
• Certified Financial Planner

Pallavi is a certified financial planner under the Financial Planning Association of Australia (FPA). She has also held various management roles with experience spanning from large corporate environments to small boutique firms.

With the combination of conservatism of the accounting industry, the security and protection provided by the insurance industry and the excitement of the investment industry, Pallavi brings a new dimension to financial planning. Pallavi is enthusiastic about looking after her clients and believes firmly that her best reward is the client’s satisfaction.

Pallavi is passionate about maintaining a high level of industry education and professional skills. She holds a Bachelor in Commerce (Honours) from University of Delhi, Bachelor in Financial Planning and an Advanced Diploma in Financial Services (Financial Planning) from Kaplan University.

In her spare time, Pallavi loves to paint and spend quality time with her family.

• +61 3 9798 6622 | Pallavi@sfadvisory.com.au

Erika Zuo

Associate Advisor
Qualifications:

• Master in Banking and Finance
• Bachelor in Business and Commerce (BCom), Professional Accounting
• Diploma in Financial Planning Dip. FP (RG146 compliant)
• Graduate Diploma in Financial Planning (in progress)

Financial planning is a profession centred on relationship building and trust, rather than a single sale or transaction.

It is not about product placement, for good planners the key is to help customers achieve their goals with long-term strategies and transparency. The primary role of the planner is to translate their customers’ financial and lifestyle goals into a plan for success. True value of advice also goes beyond a financial plan; it is about educating and mentoring our valuable customers to empower them to make financial decisions with confidence.

Erika has her Master degree in Banking & Finance and Bachelor Degree in professional accounting with Monash University. She has worked for over 8 years in both local Financial Firms and PriceWaterHouseCoopers (PWC) one of the biggest Global Financial Consulting Firms as a senior Financial Consultant. Her academic background combined with intensive working experience in Financial Consulting Areas, which have ensured that her analytical, exceptional communication and negotiation skills have flourished and it is this skill-set that makes her best suited to help you, our Smart Financial Advisory Potential Clients.

Financial planning is about flexibility and also means the freedom to pursue your financial goals provided specific financial situations you are under. Financial Planning has the power to make a difference to people’s lives and to Erika, it is a rewarding career that goes way beyond the stereotypes. She is more than grateful to be at Smart Financial Advisory to provide her quality service to you all.