Balpreet Gerwal

My role

As a Senior Paraplanner, my role focuses on providing technical expertise, research, and support to our financial planners, helping them deliver high-quality financial planning solutions that enable our clients to achieve their long-term financial goals.

Background

With over 20 years of experience in banking and financial services, I have developed a genuine passion for financial planning. I take pride in supporting our financial planners by producing well-considered recommendations that contribute to the best possible outcomes for the clients.

What’s important to me

Family is at the heart of everything I do, and spending quality time with my loved ones is something I truly value.

Outside of work, I like to keep active, exploring new places through travel and experiencing different cultures and cuisines. I also value giving back to the community and actively seek opportunities to volunteer and support charitable initiatives whenever possible.

Qualifications

I hold the Diploma in Regulated Financial Planning and am currently working towards Chartered Financial Planner status. I am committed to continuous professional development and staying up to date with the ever-evolving financial planning landscape.