Wealth Adviser Assistant
Bachelor of Arts – Economics (Honours) | Master of Commerce (Finance)
Cleared CFA Level 1
Harsha Saini is a Wealth Adviser Assistant with extensive knowledge about investments, capital markets, and business valuation. With over two years of experience in client-facing, dynamic and collaborative roles, she is committed to delivering excellent client outcomes with a driven and detail-oriented approach.
With a passion for financial and economic analysis, Harsha has cleared the first level of the Chartered Financial Analyst (CFA) certification, scoring 90+ percentile in the highly esteemed examination. This specialized knowledge builds a strong foundation for a keen understanding of the emerging products and services in the financial planning industry. She is also the recipient of Macquarie University’s Department of Applied Finance prize for the Highest Achiever in Capital Markets unit.
Through volunteering roles and internships in managerial and research-oriented positions, Harsha has developed a broad set of strengths that provide valuable insights into the nuanced and flexible nature of financial management and administrative support.
Harsha prides herself on her strong work ethic that prioritizes customer experience. Her adaptive and proactive working style, coupled with a positive attitude, empowers her to establish professional and thoughtful relationships with clients.