Nik has an Advanced Diploma in Financial Services (Financial Planning), Degree in Business Management, Post Graduate Degree in Management and is an accredited SMSF specialist.
Nik has worked in the financial services industry for over 17 years and been advising with Sherpa Financial Group since 2008. Nik is committed to assisting clients in achieving their lifestyle and financial goals by delivering personalised financial planning through client’s various life stages.
Nik is passionate about family, loves holidaying with his young family and takes a very keen interest in cars.
Senior Financial Planner
Sapan has an Advanced Diploma in Financial Planning, Post Graduate Diploma in Accounting and a Post Graduate Diploma in Financial Mathematics and Statistics. He is also an accredited Margin Lending, Derivatives and SMSF specialist.
Sapan has worked in the financial services industry for over 12 years and specialises in Investment Planning for Mum and Dad investors as well as entrepreneurs, businesses and high net worth families. Sapan strives to assist clients in maximising their financial potential through implementing financial planning strategies personalised to their unique situation, whilst ensuring these strategies add significant value both financially and from a lifestyle perspective.
Sapan loves to travel to warmer places, especially during the Melbourne winter. He loves his sports and is a passionate cricket follower.
Financial Planning Associate / PARAPLANNER
Sowmya holds a Bachelor of Commerce degree and has commenced the Diploma of Financial Planning.
Sowmya has worked primarily in the accounting and administration sector for over 20 years and entered the financial services industry in 2016. She joined Sherpa Financial Group in 2018.
In her leisure time, Sowmya spends time with her 12 year old daughter at home and also enjoys reading, cooking and spending time at parks and beaches with her family and friends.
Senior CLIENT SERVICES OFFICER
Irinder holds a Bachelor of Arts degree majoring in Economics and a Diploma of Financial Planning.
Irinder has vast years of experience within both the banking and financial industries. Over the last 10 years she has been working with Financial Planning businesses in the role of office operations and supporting advisers and their clients.
Outside of work, Irinder loves being outdoors, going on short trips exploring Melbourne, nature walks and connecting with friends and family.
CLIENT SERVICES OFFICER
Therese graduated with her Bachelor of Commerce majoring in Finance/Financial Planning and has recently joined the team at Sherpa Financial Group in July 2019.
Therese brings to Sherpa her vast experiences from different professional service firms such as tax, superannuation and trustee services. She is currently on her final subject of Diploma of Financial Planning and has her sight on the Advance Diploma of Financial Planning upon the completion of the former.
A proud mama of three bunnies: Lola, Lulu and BonBon. Outside of work she enjoys spending quiet and relaxing time on the weekend, where she can hit the gym, read a good book, immerse in a video game or just lazing around. Finally, a true foodie, she will not hesitate to have dessert with lunch and dinner (or even breakfast!)
Client Services OFFICER
Paras holds a Bachelor of Commerce majoring in Accounting and Financial Planning.
Paras joined the team in early 2018. Prior to joining our team, Paras completed an internship in another financial planning firm. He is interested in wealth creation, family budgeting and the difference effective planning can make in breaking the poverty cycle.
He is passionate about the work he does at Sherpa because the needs of the clients are always put first, and because of the progressive culture that the director nurture.
Outside of work and study, Paras enjoys an active lifestyle including cycling and running.
Nicki De Lorenzo
Practice Development Manager
Nicki has completed a Bachelor of Business (Accounting) and the Diploma of Financial Planning.
Nicki has over 20 years experience within the Financial Services industry and joined the team at Sherpa Financial Group in 2010.
Nicki’s favourite pastime is spending time with her young family. She also loves dining out, reading a good book and going for long walks.
Ces has a wide variety of skills and experience drawn from his 30+ years' in the financial services industry. His experience spans sales, strategic development, national operations management, alliances, people management and mergers and acquisitions.
Since becoming a business coach and consultant in 2004, Ces has used his skills and experience to help business owners and corporate executives to maximise their business success through strategic planning, financial management, people management, productivity improvement, client engagement and mergers and acquisitions.
Outside of work, Ces loves spending time with his family and friends, barracking for his beloved Richmond Football Club, and playing soccer every week.