Sachit Thatai

Background

About Sachit Thatai

I am a dedicated financial professional with over 13 years of experience in operations loans mortgages and relationship management within the financial sector. Currently I serve as a Financial Advisor – Mortgage at Global Financial Services in Auckland where I specialize in mortgage advisory. I hold a Master of Financial Management from the University of Canterbury and have completed the NZ Certificate in Financial Services (Level 5) with strands in RPL LDH GI and Investment. Additionally I am a Certified Financial Planner (CFP) from India and an Associate Member of CPA Australia. Throughout my career I have consistently demonstrated strong analytical skills client-focused service and a commitment to delivering tailored financial solutions. I have a proven track record in building and maintaining healthy client relationships managing complex credit administration tasks and optimizing financial strategies for individual and business clients. Passionate about helping clients achieve their financial goals I bring a wealth of knowledge and expertise to every role. I am always eager to learn and adapt staying abreast of the latest trends and technologies in the financial industry to provide the best possible advice and solutions.