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Sakshi Bagaria

Financial Adviser | Finance Broker

Sakshi is an experienced associate adviser within boutique advisory firms having worked in client management, associate advice and advice roles. She enjoys applying her technical knowledge to enable clients to achieve their goals and objectives.

Qualifications & Memberships

  • Qualifications
    Diploma of Financial Planning
    Bachelor of Science (Economics and Finance)
  • Accreditations
    Accredited Listed Product Adviser
    Registered Tax (Financial Adviser)
  • Memberships
    Association of Financial Advisers

Outside Work

Sakshi values relationships a lot and gives her time and effort to build and nurture them. She loves spending time with her family and friends, and you will find her talking to her family on the phone quite frequently as she is the only one staying in Australia. She loves exploring new hobbies and cultivating new habits and is currently invested into painting, piano, singing and sewing.

More About Me

Finish this sentence. On Sunday mornings, you can usually find me…

Engrossed in a new book, sipping a nice cup of tea/coffee and indulging in the routine avocado on toast breakfast.

Flashback to when you were 10 years old. What do you want to be when you grow up?

I wanted to be a detective when I was 10 years old (the mystery solving nature in me still does)! I would hold all the Enid Blyton books and Nancy Drew and Sherlock Holmes stories I read responsible to want this as a profession while growing up.

What is your favourite book you’ve read, and why?

It is very difficult for me to pen down a favourite/best book, especially when you have a lot of them in the favourite category but over the years the one book that has stuck with me is Kite Runner- this was the first book which actually made me cry. It is a beautifully written, unforgettable and heartbreaking story of a friendship between wealthy boy and the son of his father’s servant. It is a shocking raw story of family ties, friendship, grief and injustice and that there is always the chance to heal the deepest wounds.

(02) 9555-8188 (Head Office)

What Are You Waiting For?

Book a consultation with Sakshi and see how she can help you achieve your financial goals.

Book Consultation
Book consultation
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