Payal Shah

Payal is a highly dedicated and client-focused financial services professional with over eight years of experience in the industry. Her career began with a Bachelor of Commerce (majoring in accounting) and progressed through the Diploma and Advanced Diploma in Financial Planning, including full RG146 compliance.

Her professional journey started as a Paraplanner, along with being an Insurance Agent at Clearview, where she deepened her knowledge in risk and wealth protection. Her passion for helping people extends beyond financial services—she has previously thrived in diverse roles, including Manager at a Travel Agency and Accountant/Bookkeeper for over 100 clients, where she consistently delivered exceptional service.

Throughout her career, Payal has remained focused on serving clients, with a genuine commitment to understanding their goals and providing tailored solutions. She is known for her keen attention to detail, ability to build lasting relationships, and a service style that ensures clients always feel heard, valued, and supported.

She brings to every team a blend of excellent communication, leadership, and problem-solving skills, creating a collaborative environment that encourages growth and innovation.

Outside of her professional life, Payal cherishes time with her family and friends. She finds joy in photography, travelling, playing netball and badminton. She lives by the philosophy that life is too short, embracing each moment with enthusiasm and positivity.