Our Team

SAM KHATRI

Financial Adviser and Managing Director

For any Query - Call Us On:

0800 936 626

Sam has a strong sales and finance background with significant experience in both industries. He worked with American Express, Westpac and Dsell before starting his own financial and marketing services group, Eureka. Sam is an entrepreneur by trait and a great enthusiast of new business ideas.

SHILPY DAGAR

Financial Adviser and Compliance Director

For any Query - Call Us On:

0800 936 626

Shilpy has had a career in the airline industry and has a solid background in business and finance. A shareholder in Eureka. She balances her involvement in the business while being a caring mother to her young son. Shilpy is a registered financial adviser and understands the need for good family financial security.

TEJAS

Financial Adviser

For any Query - Call Us On:

0800 936 626

Tejas’ background comprises significant acumen in the field of market and sales research in a plethora of industries. In addition to this he is also on the cusp of completing his bachelor's degree in law with a focus on commercial matters and intellectual property.He has an extremely extroverted personality that renders him eager to foster relationships with new people whenever possible. His enthusiastic persona propels his constant desire to innovate both in and out of the workspace.

CADE PERRY

Financial Adviser

For any Query - Call Us On:

0800 936 626

Cade has an extremely diverse background; having trained as a tradesman prior to his transition into the world of financial advisory. His previous work allowed him to develop a keen attention to detail which has translated to an expansive understanding of the insurance market. He is able to analyze and quickly identify suitable solutions for individuals from all walks of life and deliver his findings in a concise and effective manner. As an avid fisherman, he is also patient and always willing to go the extra mile to maximize client understanding in every stage of the process.