Payal Shah

Payal Shah has extensive experience in financial services and customer relationship management. Currently serving as a Paraplanner and Client Relationship Officer at Bank First since May 2019, Payal also operates a bookkeeping business. Previous roles include bookkeeping at Hawthorn Business Services and Boutique Accounts, as well as a Client Services Administrator at Wealth Matrix. Payal's early career featured leadership as a Store Manager at Best and Less Travel, and a Travel Consultant at Unicorn Travels, showcasing a diverse skill set across various business functions. Payal holds an Advanced Diploma in Financial Planning, a Diploma in Financial Services, and a Bachelor of Commerce in Accounting, complemented by qualifications in taxation and travel services marketing.