Veena graduated from the University of Western Sydney in Australia with an Honors degree in Science and started her career with Westpac Bank in Australia in 1998. She has worked in various roles such as Mortgage Lending Manager, Branch Manager and Business Banking Manager.
She joined Globaleye in 2010 as International Financial Advisor to help expand the Australian client base. She expanded her areas of expertise to include UK pension transfers, UK tax planning, Australian tax planning and all areas of offshore investment.
In 2017, she moved to Holborn Assets to become a Senior Associate, where she works with clients based in the UAE and Australia. She helps expats to explore their options in relation to any UK pensions they have from the time they were employed in the UK.
- CII – Financial Advisers International Qualification
- Diploma in Financial Planning Australia (RG146) – Completion in Dec 2017