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Sumita Paul

Sumita Paul

CFPCM

Board Member

Perpetual Guardian
PO Box 1934
Wellington

Phone (09) 927 9466
Mobile (027) 271 5668

Email Sumita.Paul@pgtrust.co.nz

 

Sumita has over 19 years’ experience in the financial services sector, a majority of which has been in investment advisory and fiduciary roles. Sumita brings a high level of experience and professionalism in managing investment & investment & estate planning solutions for individuals and families. She also has considerable experience in establishing and managing charitable trusts and endowment funds. Sumita is an Authorised Financial Adviser (AFA), a Certified Financial PlannerCM (CFPCM) and a member of the Executor and Trustee Institute. She holds a Graduate Diploma in Business Studies (Personal Financial Planning Endorsement) and a National Certificate in Financial Services. She has completed her Masters in Business Administration which she credits to have given her the skills to look at the bigger picture and systematically analyse scenarios. She has been a member of IFA since 2011 and a member of the Auckland Branch Committee since 2014. Sumita currently works for Perpetual Guardian as the Investments & Philanthropy Partner, based in Auckland. She is an Emerging Leader member of New Zealand Asian Leaders, a founding member of Super Diverse Women and is a trustee of The Grief Centre. Sumita is married to Binu, a fintech entrepreneur and is mum to Joshua & Reuben.