Team

Dee Virmani CFP®

Principal Strategist – Finsight Solutions

I am an extremely passionate individual and highly committed to delivering outcomes that are of the highest standard to every Finsight client. The journey started in 2010 with the team servicing just only a minority of financial planners. The business has now grown to service some of the largest AFSL holders, Consulting Firms and Financial Planners in the country. I truly love the challenge of decoding various software systems and processes in the financial planning world. Our long standing clients appreciate the value add that Finsight brings to the table. I ensure that all clients, whether a boutique firm or a large AFSL holder, receives the service that suits their business in the best possible manner. I have over 15 years of experience in the wealth management industry and deeply understand the intricate back-office and compliance requirements of a financial planning business. I am a Certified Financial Planner (CFP®) adhering to the highest expected Code of Ethics when dealing with the clients.

In my free time, I love to spend time with my beautiful family, pursue yoga and dance.

Please contact me for any new business queries and personalized quotes.

Mobile: 0411 152 494

Email: deeptiv@finsightsolutions.com.au

The Team

 

The Team at Finsight is a testament to commitment and high standard of service in all that we do. The team works beautifully together on the outcomes that are par excellence. People at Finsight are motivated to participate regularly at industry/business events to keep abreast of relevant legislative and regulatory changes. The team focuses on a high level of customer service, quality and commitment towards all our valuable clients.

The team has an in-depth understanding of most commonly recommended strategies such as superannuation, retirement, personal insurance to the most complex multi entity strategies including SMSF, Trust etc. The team is proficient in most software systems used in the industry.