Sonal Gupta

Sonal Gupta is an experienced strategic wealth adviser with a strong background in financial planning, investment management, and risk assessment. Currently serving as an Executive Planner and Senior Strategic Financial Adviser at Modoras Financial Performance Solutions since July 2023, Sonal specializes in developing tailored strategies for wealth growth and preservation. Previous roles include Senior Financial Adviser at Insignia Financial, Senior Financial Adviser at Freedom Finance Australia, and Financial Planner positions at ANZ and National Australia Bank. Sonal's expertise encompasses superannuation, retirement and Centrelink advice, tax-effective strategies, and estate planning, supported by an extensive educational background in financial planning and services from various esteemed institutions.