VAISHALI SACHDEVA
FINANCIAL PLANNING ASSOCIATE
Vaishali is a Financial Planning Associate at Hampstead Private Wealth, bringing 6 years of experience in the financial services industry, including international experience with Royal Bank of Scotland (RBS) in India. She holds a Master of Banking and Finance from Monash University and a Bachelor of Commerce (Honours) from India, where she specialised in portfolio management, investments, and risk management.
Vaishali began her career with RBS, gaining valuable exposure to global banking, before moving into wealth management and financial advisory support roles in Australia. Over the years, she has supported advisers with client relationship management, financial modelling, and analytical research, helping clients achieve their long-term financial and wealth management goals.
She is passionate about transforming complex financial strategies into practical solutions tailored to each client’s priorities. Vaishali prides herself on building strong, trust-based relationships while ensuring advice is both robust and personalised.
Outside of work, Vaishali loves traveling, exploring new cuisines, and spending quality time with family and friends. Her combination of technical expertise, international experience, and personable approach allows her to deliver thoughtful, client-focused advice and build meaningful relationships.