Financial Planner Profile
Synthia Sekar
Senior Financial Adviser | Financial Strategist
Synthia has been working in financial services since 2013, and has experience working with individuals, family, pre-retirees and post-retirees, helping people achieve their financial aspirations no matter their stage of life.
Prior to joining UGC, Synthia worked in a position managing boutique practices, focusing mainly in SMSF advice, training junior advisers in the provision of compliant financial advice and servicing clients. She has also held positions in remediation, evaluating advice given by other advisers to ensure the scope of advice and related subject matter had been administered in the client’s best interests. Synthia worked to continuously update and maintain a high level of technical knowledge and compliance standards across a wide area of financial advice.
Synthia is a Senior Financial Adviser at UGC. With over seven years’ of industry experience, Synthia has trained junior advisers in provision of compliant financial advice and servicing clients. Synthia has been passionately involved in a comprehensive advice approach, where her philosophy is to reduce debt and increase overall net assets through intelligent wealth creation and tax optimisation strategies.
“Synthia has been successful in building trusted relationships with clients, journeying alongside them to understand their stage of life and staying engaged through different life events, helping them reach their financial objectives”
Documents:
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown