Girikumar Yadav C.

Girikumar Yadav C. is a Senior Financial Executive at AccSource, serving in this role since June 2023 and specializing in Australian Paraplanning, where responsibilities include drafting Statements of Advice (SOA) and Records of Advice (ROA) in compliance with Australian regulations. Prior to this position, Girikumar worked as a Financial Planner/Analyst (Paraplanner) at Valenta from April 2021 to May 2023 and as an Associate Financial Planner at Hamara Planner from September 2020 to January 2021. Educational qualifications include a Certified Financial Planner designation from the Financial Planning Standards Board and a Bachelor's degree in Commerce, along with a CA-foundation certification from the Institute of Chartered Accountants of India. Girikumar has gained proficiency in financial planning tools such as Xplan and Adviserlogic throughout the career.