Isha Anish
Isha is a Paraplaner and Practice Team Leader at Yield, primarily responsible for assisting Yields Financial Advisors to implement advice solutions for their clients. Isha holds both a Bachelor of Commerce (Finance and Accounting) and a Masters in Financial Planning from Deakin University.
Isha chooses to work at Yield because she admires their dedication to customer satisfaction and their mission to personalise financial solutions that add real value to our clients lives and retirement. While Isha has previously worked in multiple customer service and support roles, she views the opportunity at Yield Financial Planning to support Yields Financial Advisors as an excellent opportunity to advance her career in financial planning and to assist people in reaching their financial goals.
Outside of work, Isha enjoys baking, painting, and likes to dabble in different arts and crafts hobbies.
Timeline
| 2024 |  |
Paraplaner and Practice Team Leader |
| 2022 | |
Junior Paraplanner and Implementation Coordinator |
| 2021 | |
Client Experience Consultant |
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