Having worked at IFP for over 25 years, Carol’s knowledge of clients, their families and their financial circumstances, is exceptional. She is passionate about supporting advisers and providing service to clients, by ensuring enquiries are managed in a timely and professional manner.
Her strong work ethic and positive nature is highly valued by both colleagues and clients.
Persha has been in the financial planning industry since 2021 and is currently pursuing her MBA. She completed her undergraduate degree in Business Administration with a major in Marketing Management in Cebu, Philippines, at the University of San Carlos. She is passionate about being able to support IFP's clients in the best way possible.
In her free time, she enjoys unwinding by the beach and watching the sunset.
Tanvi has recently joined IFP as a paraplanner. She has strong experience with investment reporting, financial modelling for client plans and also assists with client inquiries. She has a Bachelor of Commerce (Finance) and an MBA.
Tanvi enjoys spending time with her family, enjoying nature, cooking her favorite cuisine and working out to keep fit.