Shivani Soni

Client Service Officer

Shivani is a passionate and driven professional who has completed her MBA with a dual specialization in Finance and Marketing. With a strong foundation in finance and hands-on experience as a derivative trader, she brings valuable industry insight and practical expertise to her role. She is a quick learner with a commerce background, possessing a strong understanding of accounting principles and financial details, enabling her to analyze data effectively and support informed decision-making.

She possesses strong analytical and critical thinking abilities, complemented by effective management skills. Shivani is committed to contributing to organizational growth by delivering high-quality work and supporting strategic initiatives. Her ability to understand financial dynamics and align them with business objectives allows her to add value while helping clients achieve their financial goals.

Beyond her professional pursuits, Shivani is a creative individual with multiple hobbies that reflect her vibrant personality. She loves travelling and exploring new places, which not only help her unwind but also enhance her creativity and broaden her perspective.

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

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