Loan Market

Mortgage Loan Officer

Exquity

•	Started my side hustle to help people achieve financial freedom by educating them about finance.
•	Educated 26 individuals on their finances.
•	Offering financial education to individuals so they can learn about saving, investing, and reaching 
        their financial goals.

Founder | Investment and Finance coach

Southern Alpine Resort Management Board

• Accounts Receivable and Payable duties.
• Reconciled credit cards and staff reimbursements.
• Contribution to Financial Audits.
• Reconciled monthly operating cash worth $15,000.
• Handled administrative duties.

Finance Officer

SPARK Deakin

During the Spark Deakin Ideation programs, I developed the skills and knowledge needed to excel as an entrepreneur. I'm a huge advocate of learning all that I can, but at the end of the day, the most effective form of learning is trying for yourself. Through the program, I gained practical business knowledge, skills, and business sense, as well as built the network I needed to thrive as an entrepreneur. Using the methods that I learned at the program, I pivoted my original idea and scaled and grew it.

Startup Ideation Program 

Collab Accounting (AU) Private Limited

•	Responsible for providing general and personal financial advice.
•	Educated business owners on how to manage their wealth?
•	Gearing strategies for individuals and businesses.

Financial Advisor/Planner.

Piggy

• Led a team of 5 people.
• Advised customer regarding mutual fund investments.
• Managed mutual funds for a customer with a portfolio worth $70,000.
• Handled operational tasks.

Financial Operations Analyst

Sharekhan

•	Advised clients on stock trading and investments.
•	Achieved monthly commission target of $2000.
•	Resolved customer queries.
•	Compiling reports on daily commission and revenue earned.

Dial and Trade Executive - Equity Broker

I am a curious financial professional with over four years of experience advising clients on investments and managing their finances, as well as more than two years as a Finance Officer working in the travel & tourism industry. Detail-oriented and driven with the ability to thrive in high-pressure environments. Dedicated to building key relationships and furthering business development. Ultimately, I want to become a responsible financial advisor with the goal of creating wealth for clients and providing outstanding customer service.

Area of expertise: Financial Planning | Financial Advice | Equity Research | Investment Analysis

Taplio

Jatin Panchal's Linkedin Analytics

Jatin Panchal

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Jatin Panchal's Linkedin Analytics

Jatin Panchal

Want to drive more opportunities from LinkedIn?

Jatin Panchal's Linkedin Analytics