Twinkle Agrawal

Senior Executive Financial Planner at AccSource

Twinkle Agrawal is a skilled financial planner currently serving as a Senior Executive Financial Planner at AccSource since September 2023. Previously, Twinkle held the position of Senior Paraplanner at Navkar Consultancy Services from December 2021 to August 2023. Early career experience includes an internship at RDA & Associates and a role as an Internship Trainee at Jain Seth and Co. Twinkle holds a Master of Business Administration (MBA) in finance and marketing from GH Raisoni School of Business Management, completed in December 2021, and earned a certification in financial planning from FPSB in August 2022.

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AccSource

AccSource is an ISO27001-certified business process outsourcing company specialising in accounting, operational, administrative and compliance business processes for all small to large enterprises across an array of industries. Some of the clients we serve are accounting firms, mortgage brokers, financial planners, family businesses, manufacturers, and listed companies. Our capabilities include day-to-day bookkeeping, compliance work, SMSF compliance, compiling tax returns, financial and management reporting, budgeting and forecasting, virtual assistant services, customer support services, an inbound call centre, chat support and any business process function that is suited to your specific needs. We are: • Client-focused: Adaptable and understanding to the need for customised outsourcing solutions based on specific functional and business requirements. We are not just a staffing solution. •Highly secured: We utilise an Amazon server environment hosted in Australia, with our projects and jobs managed through a portal workflow system. Access to cloud applications are controlled by an API, without the need for a password by the team members. •Robust in our processes: We pride ourselves on our meticulous systems, quality control and review mechanisms. They are uncomplicated and require only minimum involvement from your business. •Transparent: With fixed & upfront pricing with no cost surprises, no minimum guarantee, no set-up costs & no lock-in period. •Friendly, Professional and Personable: We celebrate and promote a positive and rewarding team culture. In turn, our professionally qualified accountants and support staff consistently deliver world-class service and are always willing to exceed expectations. For more information, please do not hesitate to click the ‘contact us’ button above and fill out the form. One of our friendly team members will be in contact with you as soon as possible.


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201-500

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