Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Poonam Kumar is the Director and Chief Financial Adviser at iXCEL Financial Solutions. With a dynamic career spanning over 15 years, Kumar stands as a paragon of excellence in the banking and finance sectors in New Zealand. Born and raised in Fiji and educated in Australia, she brings a unique multicultural perspective to her work. This background enables her to connect with a diverse clientele, understanding their varied financial backgrounds and needs. She is well versed in various domains, including consumer finance: offering personalised solutions for individual financial needs; business finance: understanding the complexities of business operations and providing tailored financial advice; and commercial finance: excelling in high-level financial strategies for larger commercial clients.
At the core of Kumar’s approach is her belief in building and nurturing long-term relationships. Her clients are not just numbers on paper; they are partners in a financial journey. She is known for her exceptional ability to listen, understand and act on her clients’ needs, ensuring that their financial goals are met with the utmost precision and care.
In addition to her distinguished role as the Director and Chief Financial Adviser at iXCEL Financial Solutions, Kumar is a passionate and dedicated member of the Rotary Club, where she serves as Treasurer. Her work with the Rotary Club reflects her belief that strong communities are built through active participation and leadership.
3 Gurtin Road, Flatbush, Auckland, 2019
021 712 678
poonam@ixcel.co.nz
linkedin.com/in/poonam-kumar-82b0052b
ixcel.co.nz
Poonam Kumar
Director and Financial Adviser
JM Financial Services t/a iXCEL Financial Solutions
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Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2002–2007
2007–2009
2010–2018
2021–
present
2023–
present
2002–2004: Junior Accountant at Rob Baker & Associates Chartered Accountants, Sydney, Australia
2005–2007: Accounting Officer at Spotless Services, NZ
2002–
2007
Management Accountant at Northern Hospitality, NZ
2007–
2009
2010: Business Analyst at Westpac
2013: Business Manager at Westpac
2015: Legends Awards – Best Banker at Westpac
2016: Commercial Manager at Westpac
2018: Legends Awards – Best Banker at Westpac
2010–
2018
Director and Financial Advisor at iXCEL Financial Solutions
2021–
present
Treasurer at the Rotary Club of Botany Downs
2023–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones