Prateeksha Harne
Prateeksha has been an integral part of the financial planning industry since 2017, bringing a wealth of knowledge and a deep commitment to client care. She began her career as a Customer Service Officer, where she developed a strong foundation in client relations, understanding the importance of delivering exceptional service, and building long-lasting relationships. Her ability to listen, empathise, and respond to clients’ needs made her stand out as a trusted point of contact.
With a keen interest in the technical aspects of financial planning, Prateeksha transitioned into the role of Paraplanner, a move that allowed her to delve deeper into the complexities of financial strategies and solutions. For about two years, she dedicated herself to crafting detailed financial plans, conducting thorough research, and ensuring that all client recommendations were tailored to meet their specific financial goals. Her attention to detail and analytical skills were instrumental in helping clients navigate the complexities of wealth management.
In April 2023, Prateeksha joined the team at Approved Financial Planners, where she continues to apply her expertise and passion for financial planning. She is particularly skilled in creating comprehensive and strategic financial plans that are both actionable and aligned with her clients’ long-term objectives. Prateeksha’s approach is client-centric, ensuring that every plan she develops is personalized and rooted in a deep understanding of each client’s unique financial situation.
