Financial Expert Helping Businesses Maximize Profitability
Emma Patel
Financial Advisor
Overview
As a financial advisor with 7 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Melbourne
, Australia
Language Proficiency
Dutch, Portuguese, Polish
Years of Experience
8
Education
CPA with Master's in Accounting, University of Texas
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
City/State Licensed and Insured
Experience
7+ years providing financial guidance to startups, with expertise in tax planning.
Certifications
State Licensed
Awards
Excellence in Customer Service Recognition
Insurance
Bonded and insured
Accepted Payment Methods
Credit Card, Bank Transfer
Insurances Accepted
Select PPO plans accepted
Financing Options
No financing offered at this time
All Services & Prices
From AUD
1115 - AUD
1720
Financial Strategy Consultation
Price: AUD
1300
Business Plan Development
Price: AUD
1965
Ongoing Financial Advisory
Media
6 photos
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Contact Info
emma.patel650@example.com
+61 6 1247 5429