Our Team
OUR EXPERT TEAM
Financial Adviser
ABN: 50 113 653 946
Mobile: 0418 841 688
I have been involved in the provision of financial advice for the past 24 years, incorporating borrowing advice for the past 20 years.During this time, I have worked with numerous families, whom have entrusted me to assist with the creation, maintenance and distribution of their wealth.
I offer a holistic service, for families, ranging from the young, saving for the future, to families, building their wealth and reducing their debt in pre-retirement, to then structure their retirement planning (including the maximisation of their Centrelink entitlements).
My goal is to Listen, Plan and Advise to achieve your desired objectives and provide “Peace of Mind” for your financial affairs.
Client Services Manager
Wendy joined the Southern Wealth Centre in March 2015 as a Client Services Manager, working closely with our clients to achieve positive outcomes with all services we provide. Wendy’ expertise is claims management where achieving success when clients have been ill or injured to receive benefits within their superannuation funds. Her history of outstanding customer service from previous employment has become an asset to our team. Wendy is a loving mother of 3 wonderful teenagers. You will be greeted by Wendy with her kindhearted nature and energetic persona.
Our Outsourcing Team is employed by Prexus Global Solutions Pty Ltd who recruit, train, track, monitor IT, Human resources and Payroll.
Rajat Verma
Financial Planning Consultant
Since coming on board with the Southern Wealth Centre in 2018, Rajat has shown us his commitment and passion for this industry. He has completed his Masters in Business Administration and has an outstanding experience in outsourcing for over 11 years. Within SWC, Rajat concentrates on research, further investigation and para-planning, assisting the financial planning facet. He is also married of 8 years and a proud father to his son.
Deepti Varma
Financial Planning Consultant
Deepti had joined Southern Wealth Centre in November 2021 as a Financial Planning Consultant. She has lived and worked in Melbourne, Australia for over 10 years and has accomplished more than 15 years of hands-on experience in Insurance and Financial Services Industry in the areas of Customer Relationship Management, Insurance Underwriting, Business Processing and Operations, Insurance Sales & Service Process Training and Client Servicing. She is highly motivated and enthusiastic and is quite passionate about her work and achieving her professional goals. Within SWC, she plays a significant role in financial analysis, exploring best financial needs for our clients and as well as being customer centric.