Niyati Khanna profile photo

Niyati Khanna

Alman Partners Pty Ltd

Silver
9 Yrs Experience
Mackay, QLD 4740

Niyati Khanna | CFP® Professional, Chartered Accountant (ICAI), MBA (Finance & Strategy)

Associate Adviser

Niyati moved to Mackay from Mumbai, India in 2014 and brought over 8 years of experience in the global financial sector. She is a qualified Chartered Accountant from Indian Institute of Chartered Accountants and also holds a post-graduate diploma in Business Management from Indian School of Business (Global FT Ranking 10). She has over 6 years' experience in Investment Banking. Niyati's financial acumen and analytical prowess are second to none and together with her global experience, brings a new dimension of capability and cultural diversity to our team. Niyati is passionate about exceeding client expectations and delivering world-class advice, as she knows that this will increase the confidence and clarity our clients have for achieving their personal goals. Niyati loves to learn and in 2018 received the professional designation of Certified Financial Planner®. She also completed her Advanced Diploma in Financial Planning and the Diploma in Financial Planning in early 2016. Niyati and her husband Kairoze are enjoying their ride as parents to Sean and their adopted dog Denver.

ASIC Representative Number 001250721.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 9
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Chartered Accountant (CA)
    • Graduate Diploma of Business Management
  • Language spoken
    • English

Alman Partners Pty Ltd

8 Brisbane St
Mackay, QLD 4740

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Alman Partners Pty Ltd

AFSL 222107