Cindy Dahiya in

Cindy Dahiya

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Financial Planner at Alpha Advisers Group
📍 Greater Sydney Area, Australia

Cindy Dahiya is a Financial Planner at Alpha Advisers Group, specializing in financial risk management, SMSF, and insurance. Leveraging a background from firms like Deutsche Bank and State Street, she focuses on creating holistic financial roadmaps for businesses, families, and individuals, covering superannuation, wealth accumulation, and retirement planning. She is professionally certified by Kaplan Professional.

Cindy is passionate about education, translating her experience as a technology and financial product trainer into coaching people on managing their finances. She believes in empowering clients with the knowledge and experience she has gained to help them make decisions they would make for themselves if they had the same insights.

She has a particular focus on planning for clients who face abrupt, career-ending events, ensuring their financial stability.

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Experience
25 Years
Current Role
Financial Planner
Location
Greater Sydney Area, Australia
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cindy cares about

Retirement Planning
Her work involves helping mature clients maximize retirement income and assisting younger clients in accumulating sufficient wealth for a comfortable retirement.
Superannuation Strategy
She frequently advises on corporate superannuation, ensuring businesses have effective coverage, and educates individuals on what happens to their super funds if they pass away.
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Career

Work history

7-2008
Financial Planner
Alpha Advisers Group
10-2006 - 5-2008
Financial Planner
Aon Wealth Management
3-2004 - 9-2006
Financial Planner - Corporate Superannuation
Genesys Wealth Advisers
3-2003 - 1-2004
Training Manager
State Street
7-1999 - 3-2003
Training Manager
Deutsche Bank
In the press

Media appearances

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Education
7-2020 - 11-2020
Exam standard met
FASEA Stamdards Authority
5-2020 - 8-2020
Ethics & Professionalisim in Financial Planning
Kaplan Professional
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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