Utsavi Bhatia is the AVP of Paraplanning at NCSGX, with expertise in regulatory compliance, workflow optimisation, and team development.
Her goal is to help Australian financial planners reduce admin burdens and scale their businesses with compliant, high-quality paraplanning support.
“Leading paraplanning at NCSGX with a focus on compliance, efficiency, and helping advisory firms grow without the growing pains.”
We’re here to help you evaluate your needs and determine how our F&A Operations, Tax Services, HR Solutions and IT & Managed Services delivered through a trusted consulting framework, can help you achieve your business goals.
Whether you’re optimizing operations, ensuring compliance, or driving enterprise transformation, our specialists are ready to guide you with clarity and confidence.
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