Archana Bhatia

I have leveraged my skills learned as part of my Bachlor of Education degree and Master of Economics degree to help my clients reaching their retirement goals. I have executed my organizational skills by running a successful partnership inside Westpac/ BT Advice. I am proud of the fact that I was the only female Partner inside Westpac/ BT Advice during my tenure with Westpac/ BT Advice. I have successfully let a team of advisers as Head of Advice for 2 years in my previous practice. I managed to implement processes and procedures during my tenure along with managed and monitored my clients’ goals and objectives. I also served as a board member of the organisation in my previous role.

I like to collaborate with my clients in achieving their personal and financial goals so that they have a freedom to live their dreams in retirement.