Srinivas (“Sri”)
Financial Adviser
Sri is a Financial Adviser, providing tailored strategies in wealth creation,
protection, and retirement planning. He is passionate about simplifying complex financial
concepts and helping clients gain clarity and confidence in their financial lives.
Sri’s journey at Leading Advice began while completing his Master’s at Macquarie
University. Starting part-time in administrative support, progressed to paraplanning
supporting advisers before moving into his current role, contributing to over 220 client
cases. Prior to this, we worked in financial services in Chennai.
He holds a Bachelor of Commerce (India), a Master of Banking and Finance (FinTech
Specialisation) from Macquarie University, and a Graduate Diploma of Financial Planning.
Outside of work, Sri is a passionate cricket and football fan, supporting the Indian Cricket
Team, Mumbai Indians, and FC Barcelona. He enjoys playing cricket, cooking, taking scenic
road trips, and embracing adventure activities whenever possible.