Our chief Financial Adviser and Managing director Sam is well experienced in the sales and finance industry. Starting his business Eureka Financial in 2014, Sam has built an extensive client base built on trust, reliability and efficiency. He works hard to provide expert advice and to assist clients towards achieving their financial goals. He believes in building strong, long-term relationships with his clients, through his values of trust, integrity, and open communication. He navigates clients through the complexities of insurance claims making the process as stress-free as possible.
Working alongside Sam, Shilpy has an extensive history in financial advisory. Shilpy has been providing financial advice and support to her clients for many years. What sets her apart is her remarkable ability to balance her professional involvement with the business while also prioritising her commitment to caring for her son. Using her motherly skills and empathetic nature, she truly ties the whole business together.
Michael holds a Bachelor of Engineering in Mechanical Engineering and Diploma in Management. As the primary Sales Manager, he works hard to generate opportunities for the advisers to reach new clients in order to provide efficient advice. He is a valuable asset to the company through his exceptional dedication to his role. He leverages his extensive knowledge of the financial industry to identify individuals who can benefit from our services.
Our dynamic and forward-thinking adviser Cade, provides the company a fresh perspective. Previously, he worked in a trade which taught him the importance of hardwork and provided him experience in a diverse work environment. Cade is skilled in offering innovative solutions to clients and efficient financial planning that aligns with their goals. His expertise is highly valued as he provides unwavering commitment to his clients throughout their financial journey.
Nisha holds a degree in Engineering and Management. Combining her academic knowledge and her extensive background in customer service, she delivers exceptional support to clients. Her friendly demeanor and attentive nature ensures that all clients are supported during their insurance journey. Nisha plays a vital role in ensuring our
operations run smoothly.
Ughanthi Sridhar is a dedicated IT enthusiast currently pursuing a master's degree in information technology. With a passion for technology and being tech-savvy, Ughanthi is committed to leveraging cutting-edge solutions. In an administrative role, Ughanthi ensures that all the operations are in compliance, contributing to the smooth and efficient functioning of the organisation.
