Sumita Paul

Name (Last, First)
PAUL, SUMITA
Company
Athena Wealth NZ
Phone
(021) 210-8787
Mobile
(021) 210-8787
Address
Auckland
Auckland
Areas of Advice
Cash Management, Direct Investment, Estate Planning, Financial Planning, Investment
Professional Designations
CERTIFIED FINANCIAL PLANNER CM, Trusted Adviser, Financial Advice NZ
Profile
Over two decades of year experience in financial services starting at AMP Financial Services as Financial Adviser, later at Guardian Trust (now Perpetual Guardian) as a investment fiduciary and financial planner for individuals, multi-generational families through family trusts, charitable trusts and other philanthropic organisations, and most recently with a privately held, founder led independent financial planning firm before setting up Athena Wealth Planning Limited.
Sumita Paul