Girikumar Yadav

Girikumar Yadav is a senior financial executive at AccSource since June 2023, specializing in Australian Paraplanning by assisting financial planners and investment management firms in drafting Statements of Advice (SOA) and Records of Advice (ROA) in accordance with Australian regulations. Prior to this, Girikumar worked at Valenta as a Financial Planner/Analyst (Paraplanner) from April 2021 to May 2023, focusing on Customer Relationship Management and financial planning. Earlier experience includes a role as an Associate Financial Planner at Hamara Planner from September 2020 to January 2021, with a focus on wealth management. Education includes a Certified Financial Planner designation from the Financial Planning Standards Board and a Bachelor of Commerce from Himaja Degree College.