Cindy Dahiya

Judge
DISC Type : Dc

Financial Planner at Alpha Advisers Group

Greater Sydney Area, Australia

Overview

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.

Personality Overview

Objective Thinker

Demanding

Quality Focused

They take a lot of pride in personal achievements.  They respond better to strong and respectful interactions. More than the product, they care about the impact of the product.

Topics They Care 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.
Holistic Financial Planning
Believes everyone needs a "financial road map. " She advises on risk insurance, debt management, cashflow, retirement, aged care, and estate planning to build a complete financial picture.

Media Appearances

Cindy has no verified media appearances

Work History

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

Education

7-2020 - 11-2020
Exam standard met from FASEA Stamdards Authority
5-2020 - 8-2020
Ethics & Professionalisim in Financial Planning from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Sydney Area, Australia Job Level : N/A Designation : Financial Planner at Alpha Advisers Group
URL has been copied!

Insights For Selling To Cindy

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Hold your ground without indulging in one-upmanship
  • Be respectful but crisp

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don't try too hard to forge relationships with them
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cindy is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Cindy

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Cindy move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Cindy take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Cindy

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.