Sonal Gupta

Sonal Gupta is an accomplished financial professional with extensive experience in financial planning, investment management, and strategic wealth advisory across several prominent organizations. Currently serving as the Director and Principal Financial Adviser at LifeScope Wealth Advisory Pty Ltd, Sonal specializes in personalized financial planning that aligns with clients' unique goals. Previous roles include Executive Planner and Senior Strategic Financial Adviser at Modoras Financial Performance Solutions, and Senior Financial Adviser at Insignia Financial, where expertise encompassed superannuation, retirement planning, tax strategies, and estate planning. Sonal's career also includes pivotal positions at ANZ, National Australia Bank, HSBC, and Citi, demonstrating a strong foundation in comprehensive financial advising and client service. Educational qualifications include multiple degrees in financial planning and services, along with certifications from recognized institutions, emphasizing Sonal's commitment to professional development in the finance sector.