About Veda Financial Services

Our nationwide growth is purely attributed to positive word-of-mouth referrals,
demonstrating our commitment to providing quality and consistent service and building meaningful relationships with our valuable clients.

Veda Financial Services is a trusted provider of contract paraplanning and virtual assistance services across Australia. We are dedicated to supporting financial service businesses in delivering exceptional service to their clients by providing top-notch support.

We understand the demands of running a business, from marketing and sales to managing appointments and emails to handling administrative tasks and beyond. Our dedicated team of virtual assistants and contract paraplanners is here to lighten your workload and streamline your operations, allowing you to focus on what matters most to grow your business.

By outsourcing your unique business needs to us, you can focus on what you do best, such as building client relationships, growing your business, and spending time with your family.

We believe in building long-lasting relationships with our clients, based on trust,
transparency, and communication. When you partner with Veda Financial Services, you can rest assured that your tasks will be handled with the utmost professionalism and confidentiality.

Our Mission

Our “MISSION” at Veda Financial Services is to provide our clients with a safe, secure, and well-functioning system while ensuring compliance.

Our experienced and efficient team is always there to help you streamline your operations and take your business to the next level without the hassle and expense of maintaining an in-house team.

Our Vision

Our “VISION” at Veda Financial Services is to assist you in increasing your business profits while freeing you from the day-to-day operational responsibilities.

We aim to provide you with more leisure time to concentrate on the important aspects of your business, allowing you the freedom to strategise your business and expand further.

About the Founder, Vijaya Joshi

Vijaya Joshi, Diploma in Financial Planning (Dip. FP), Advance Diploma in Financial Planning (Adip. FP), Diploma in Banking Service (TAFE) and MBA (Finance).

Before establishing Veda Financial Services, Vijaya Joshi accumulated 10+ years of experience in financial corporate positions. Initially, she served as a Sr. Manager at Allianz General Insurance before transitioning to the financial planning sector as an advisor support staff and paraplanner. Subsequently, she became an Australian financial planner. Her journey was further enriched by working with a Big Four auditing firm.

Driven by a desire to make a difference, Vijaya Joshi established Veda Financial Services in 2021. She is the principal owner and works closely with financial planners, accountants, bookkeepers, mortgage brokers, buyer’s agents and other professionals across Australia. Vijaya Joshi resides with her family in Western Sydney, NSW. Vijaya continues to inspire others with her dedication and hard work.

Our Membership & Award

Veda Financial Services has affiliations with multiple business networking organisations.

Additionally, we were finalist in the 2023 “Cumberland City Local Business Awards”.

Proud member of the below business organisation.

  • Financial Advice Association Australia (FAAA)
  • Australia India Business Council (AIBC)
  • Ensombl Australia
  • BNI Australia
  • Sydney CBD Business Chamber
  • Paramatta Business Chamber
  • Sydney Hills Business Chamber
  • Women with Altitude (WWA) Networking Group

Personalised back-office solution for your business..!!

We understand that every business has unique needs; hence, we work closely with our esteemed clients to provide bespoke solutions for achieving their goals.
Contact our team to discuss our range of virtual assistance services. Our services are customisable to meet your unique needs and objectives.

Contact US 02 8626 7105