Shivani Lohar possesses extensive experience in financial planning, having served as a Team Lead in Financial Planning at AccSource from November 2021 to June 2025. In this role, Shivani oversaw on-site financial operations while previously holding positions as a Senior Financial Planner, specializing in retirement planning and superannuation, and as a Paraplanner focusing on superannuation. Prior experience includes a role as a Paraplanner at Valenta from November 2021 to October 2022. Shivani holds a Bachelor of Business Administration with a concentration in Finance from North Bengal St. Xavier's College, completed in July 2022.
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