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About Us
Zedpath began assisting advisers across Australia with financial planning a decade ago. Despite the difficulty in attracting staff with foundation experience, we have overcome this by offering comprehensive training programmes.
Our paraplanning solutions are tailored to your specific needs and circumstances. Depending on your needs, niche, and/or location, you will be assigned a dedicated paraplanner when you contact us..
We have achieved a milestone with the opening of our India office in the last two years. Despite the challenges posed by the Covid lockdowns, we have expanded our team to 50 individuals, each of whom is a key contributor to our ever-growing success.
At Zedpath, we pride ourselves on maintaining the core values of transparency, agility and technical excellence. We work hard to provide a high level of service and are always looking for ways to do so. We are able to offer a unique brand identity that is globally recognized because of these core beliefs.
About Us
Zedpath began assisting advisers across Australia with financial planning a decade ago. Despite the difficulty in attracting staff with foundation experience, we have overcome this by offering comprehensive training programmes.
Our paraplanning solutions are tailored to your specific needs and circumstances. Depending on your needs, niche, and/or location, you will be assigned a dedicated paraplanner when you contact us..
We have achieved a milestone with the opening of our India office in the last two years. Despite the challenges posed by the Covid lockdowns, we have expanded our team to 50 individuals, each of whom is a key contributor to our ever-growing success.
At Zedpath, we pride ourselves on maintaining the core values of transparency, agility and technical excellence. We work hard to provide a high level of service and are always looking for ways to do so. We are able to offer a unique brand identity that is globally recognized because of these core beliefs.
Meet Our Expert Team
Manjit Bhullar
Managing Director
(10+ years of experience)
Specialty: Outsourcing, Operations, Client Relationship Management
“I’m committed to empowering Australian financial advisers and accountants with skilled, cost-effective staffing solutions — driving productivity, efficiency, and lasting business impact.”
Akshay
Team Manager
(8+ years of experience)
Specialty: Retirement Planning, Financial modeling, Peer review to match the compliance requirements.
Quote: “I lead with clarity and expertise — managing complex strategies, SMSF advice, and regulatory needs across AFSLs and CARs to deliver compliant, high-quality outcomes every time.”
Avni
Team Manager
(8+ years of experience)
Specialty: Client Liaison, Employee Training, Performance Analysis, Team Co-ordination, Compliance Oversight, Practice Management.
“With a deep understanding of advice operations, I lead team to provide high-quality, end-to-end support — driving efficiency, maintaining compliance, and continuously refining processes to better serve financial advisers and their clients.”
Tamanna
Team Leader
Paraplanning Team Leader (5+ years)
Specialty: Financial planning strategies, XPlan, Plutosoft, ADL
Quote: “Clarity comes from understanding — I approach every paraplanning task with insight, precision, and purpose.”
Ayush Dhuria
Accounting Manager
(8.5+ years)
Specialty: Australian taxation, complex client portfolios
Quote: “I believe in building trust through accuracy, efficiency, and clear communication — making every client interaction smooth and valuable.”
Sagar Sutar
SMSF Specialist
SMSF Specialist (12+ years) Specialty: Compliance & Regulatory Oversight, Annual Return & Tax Lodgement, Audit File Preparation, Class Super & BGL 360 Expertise, Fund Establishment & Wind-Up Support “With over a decade in the industry, I take pride in delivering accurate, timely, and reliable support that accountants and advisers can truly depend on.”
Maria Doe
Manager
Andre Joe
Assistant
Discover how Zedpath can streamline your financial and accounting services
Our team of experienced paraplanners offers a comprehensive suite of solutions to help executives increase productivity and profitability.