SumitaPaul has been in the financialservices industry for more than 20 years, with experience centred on managing investmentportfolios for family trusts, estates, charities and individuals.
After working overtwo decades with NZ’s largest private trustee company, Sumita chose to widenher role as a financial adviser by joining Stuart Carlyon in April 2020. Hereshe enjoys the multifaceted approach in offering clients financial planningservices that are comprehensive and bespoke.
Sumita continues herwork in the charity sector through her governance roles as trustee/board memberof The Grief Centre and the YWCA Aotearoa/NZ.
Bachelor of Science, CFPCM
Bachelor of Science
Dip BusStud (Financial Planning)
CertifiedFinancial Planner (CFPCM)
Authorised Financial Adviser (AFA)
AccreditedInvestment Fiduciary (AIF)
Member of Financial Advice New Zealand (FANZ)
“I believe that it is important to understand my client’s beliefs, motivations and expectations and get their big picture view of life before setting a plan that meets their family needs and their unique aspirations.”