"I spent a long time seeking a career that allowed me to help people and use my wide-ranging skill set. Being at Fiducian Canberra allows me to meet both these goals."
Anjali Mathur
Anjali has extensive financial services industry experience currently domestically with Fiducian and previously with the global firm Morgan Stanley. Her background ranges from the private client branches with various management roles to the corporate world of wealth management. Living and working in New York City during the GFC solidified her ambition to help families reach their financial goals through the good times and bad. She left the Big Apple and moved ‘across the pond’ to be with her husband in the quiet part of North East England (Durham). There she spent seven years and with two children (now ages 8 and 6), Anjali and her husband decided to make the move to Australia in July 2016. Shortly, thereafter Anjali joined the Fiducian Canberra team in January 2017.
Anjali's formal qualifications include:
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Diploma of Financial Planning
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Bachelor of Science with Honours in Accounting and Finance
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Passed FASEA Code of Ethics exam as required under Corporations Act 2017
Anjali is authorised by Fiducian Financial Services PTY Ltd to provide you with financial planning services, including dealing in the following financial products: