Yogen Lal, AFP®

With extensive experience in private wealth management, Yogen has held senior wealth advisory roles across leading financial services institutions and major banks for over 12 years providing specialised strategic financial and investment advice to high/ultra-high net worth individuals and Not For Profit organisations through trusted counsel.

Yogen’s personalised ‘whole of life’ approach to achieving the best goals orientated outcomes for clients is based on the principles of building long-lasting relationships, transparency, mutual trust, confidentiality and integrity.

Being committed to the changing face of the profession through ongoing education and best practice financial advice, Yogen is a registered Tax (Financial) Adviser with the Tax Practitioners Board and a member of Australia’s leading professional association of financial advisers, the Financial Advice Association Australia.

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