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Srushti Kawat

Associate Adviser M. Bus (Applied Finance), Grad. Dip. FP (in progress)
Connect with me Ballina, Gold Coast
Srushti Kawat
Experience

Srushti works in our Ballina and Gold Coast offices. Srushti has over 4 years of experience in providing technical assistance to the clients and advisors regarding financial planning. She has completed her Master of Business (Applied Finance) and is on her way to complete her Graduate Diploma in Financial Planning. And she knows 5 languages!

Get to know Srushti Kawat

What do you wish people knew about financial planning?

It’s better to follow the Day 1 approach instead of the ‘one day’ approach when it comes to financial planning.
Get to know Srushti Kawat

What is your favourite thing about being part of the My Wealth Solutions team?

I love how energetic and dynamic the My Wealth Solutions team is. Everyone has been continually supportive with my personal and career development.
Get to know Srushti Kawat

If you could give one piece of advice to the Srushti from 10 years ago, what would it be?

Spend some time thinking about what you want from your life. Focus on what’s important for you. Always remember you can make money, but you cannot get your time back.
Get to know Srushti Kawat

What’s your weirdest office habit?

I like to keep my desk super clean.
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