Vidya Raman
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FlashIntel GPTVidya Raman is a highly experienced financial advisor with 15.7 years of work experience. She specializes in wealth management, retirement planning, and investment strategies. Currently, she serves as the Head of the UHC Innovation Center of Excellence at UnitedHealth Group in Sydney, Australia. Vidya has a strong background in portfolio management, pensions, and strategic financial planning. Her previous roles include working at Lomax Financial Group, Perspective Group, Cochrane Shaw Capital Management Pty Ltd, ComActivity, and GE.
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Emails and Phone Numbers
About
Head, UHC Innovation Center of Excellence at UnitedHealth Group
Work Experience
Paraplanner
Financial Services
Vidya Raman's Professional Milestones
- Associate Advisor (2012-05-01~2014-05-01): Provided expert guidance on financial matters, ensuring client success and preserving financial stability.
- Paraplanner (2014-06-01~): Guided successful project completion with accurate and detailed forecasting for optimal project load management.
Skill
Financial Advisory
Wealth
Wealth Management
Retirement Planning
Investment Strategies
Superannuation
Financial Markets
Financial Services
Investments
Portfolio Management
Pensions
Retirement
Investment Advisory
Income Protection
Financial Planning
Strategic Financial Planning
Estate Planning
Asset Allocation
Insurance
Succession Planning
Financial Planners
Certification
Colleagues
Greg Lomax
Chief Executive Officer
Shane Dailly
Director
Helen Reidy
client services manager at lomax financial group
Amanda Rogers
Client Account Manager | Senior Accountant
Maree Goulding
Practice Manager | Accounting And Business Services Manager
Other Named Vidya Raman
Frequently asked questions
We found 3 Vidya Raman's email addresses
We found 1 Vidya Raman's phone numbers
Vidya Raman's social media include: Linkedin,
Vidya Raman works for Lomax Financial Group
Vidya Raman's role in Lomax Financial Group is Paraplanner
Vidya Raman works in the industry of Financial Services
Vidya Raman's colleagues are Greg Lomax,Shane Dailly,Helen Reidy
Vidya Raman's latest job experience is Paraplanner at Lomax Financial Group
