Meet Our Team
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- Meet Our Team
Our people, your partners in success.
Our people are the strength of our services. With years of experience in Australian accounting, paraplanning, and SMSF compliance, our team works like an extension of your local office.
Manjit Bhullar
Managing Director
10+ years of experience
Core Competencies: 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 Rana
Team Manager
8+ years of experience
Core Competencies: Retirement Planning, Financial modeling, Peer review to match the compliance requirements.
“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 Manktala
Team Manager
8+ years of experience
Core Competencies: 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 Devi
Team Leader
5+ years of experience
Core Competencies: Competencies: Financial planning strategies, XPlan, Plutosoft, ADL
“Clarity comes from understanding — I approach every paraplanning task with insight, precision, and purpose.”
Ayush Dhuria
Accounting Manager
8.5+ years of experience
Core Competencies: Australian taxation, complex client portfolios
“I believe in building trust through accuracy, efficiency, and clear communication — making every client interaction smooth and valuable.”
Sagar Sutar
SMSF Specialist
12+ years of experience
Core Competencies: Compliance & Regulatory Oversight, Annual Return & Tax Lodgement, Audit File Preparation, Class Super & BGL 360 Expertise.
“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.”
Zedpath solutions- Your trusted offshore partner
We provide dedicated outsourced support services to financial advisers across Australia, delivering transparent, compliant, and high-quality solutions. Our experienced team supports you with:
Paraplanning services to create accurate, professional, and compliant advice documents
Administrative support to streamline your operations and client communications
Accounting and bookkeeping services, including SMSF management, to ensure financial accuracy and compliance
Tailored solutions designed to save time, reduce costs, and enhance client service
With our outsourced services, you can focus on growing your business while we handle the essential back-office functions efficiently and reliably.
Personal plan
A wonderful serenity has taken possession of my entire soul
$49 / month
- Email Support
- 2 Hours Consultation
- 1 Month Maintenance
- 24/7 Customer Support
Advanced Plan
A wonderful serenity has taken possession of my entire soul
$69 / month
- Email Support
- 2 Hours Consultation
- 1 Month Maintenance
- 24/7 Customer Support
Business Plan
A wonderful serenity has taken possession of my entire soul
$99 / month
- Email Support
- 2 Hours Consultation
- 1 Month Maintenance
- 24/7 Customer Support