Akshay Sreenivasan

Loan Market Mortgage Adviser servicing West Harbour, Hobsonville, Te Atatu Peninsula, Massey, Henderson and surrounding suburbs

About Akshay Sreenivasan

From a young age, I have been exposed to the finance industry. My father, a financial adviser, has always taken time to teach me something new about his job and how I should approach investments.

Slowly I grew an interest in the field and chose to study a Bachelor of Commerce degree, majoring in Accounting and Information Systems at the University of Auckland. Whilst studying I had different jobs that all taught me many skills that assist me as a financial adviser.

Working at Kumon I created relationships with parents and students, which allowed me to understand what information each person wanted and how to present it.

I worked as an admin hand at the University, which showed me the many different systems in place to account for each student’s data. This helped me understand how I can also utilise the systems in place in the industry and how I can improve our internal system to best assist our clients. I also had the chance to work in my high school’s IT department. My role there was to assist their team in returning their old leased laptops and helping students with their IT queries. This was a challenge I truly enjoyed as I learnt more about computers and was part of a process like what is done in the advice industry.

I hope to utilise the skills and knowledge I have learnt from my studies and work experience to enlighten my clients and give them a stepping stone to achieving their financial goals.