Niyati Khanna CFP®
About Me
Niyati is a Senior Adviser and Partner at Alman Partners True Wealth, an independent Financial Advisory firm with offices in Mackay and Brisbane. Niyati is also the chair of the Alman Partners Investment Committee.
Niyati is a Certified Financial Planner®. She is also a qualified Chartered Accountant ( Institiute of Chartered Accountants India) and holds a Post Graduate Diploma in Business Management from Indian School of Business (FT Global ranking 31, 2024).
In 2014, Niyati moved to Mackay from Mumbai, where she worked as an Investment Banker. She brings her experience and competency across finance, accounting and financial planning to ensure the best outcomes for clients. She enjoys working with range of clients ranging from CXO's, business owners to pre-retirees and retirees. She is passionate about delivering a world class experience and solution to her clients. Education and coaching for her clients is a particular area of interest for Niyati.
Outside of work Niyati loves spending time with her family exploring Mackay and surrounds and engaging her kids co-curricular activities.
Areas of Focus
- Cashflow management
- Debt management
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 9 Years
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Licensed By Alman Partners Pty. Ltd.