Utsavi Bhatia

Utsavi Bhatia leads the operations strategy for the Paraplanning Department, ensuring compliance with Australian financial services standards and regulations. She works closely with senior management to define departmental goals, KPIs, and performance metrics, driving continuous improvement.

Utsavi supervises and mentors a team of paraplanners, fostering a positive work culture that promotes teamwork, excellence, and innovation. She implements efficient workflows and SOPs to streamline processes, maximize productivity, and ensure high-quality deliverables.

She ensures all paraplanning services meet regulatory standards, conducts regular audits to maintain financial plan integrity, and builds strong client relationships. Utsavi collaborates with the Business Development team to identify growth opportunities and support new client onboarding.

Focused on performance, she monitors KPIs, prepares reports, and presents insights for strategic decision-making. Utsavi stays updated on industry trends and emerging technologies, driving innovation and improving team effectiveness while maintaining high customer service standards.