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Sumita Paul

Principal Financial Planner, Athena Wealth, Chair of the Board of Trustees

Grief Centre

Sumita Paul is the Founder and Principal Financial Planner at Athena Wealth, an independent, fee-based financial planning practice she established in 2021. With more than 25 years’ experience in financial services, Sumita began her career with AMP before spending two decades at Guardian Trust (Perpetual Guardian), where she specialised in trusts, estate planning and investment portfolio management for individuals, multi-generational families and philanthropic organisations.

She later helped establish Openly Investing (now Perpetual Guardian Investments) before launching Athena Wealth to deliver personalised, values-led advice. Sumita also volunteers her expertise with the Grief Centre, supporting financial resilience through times of loss.

SESSIONS

DAY 1
9:30
Economic Empowerment Panel: Power, Progress & Financial Security

  • Expanding women’s financial literacy, confidence, and investment capability to build real economic power

  • Addressing career breaks, ageism, and later-career financial vulnerability for women

  • Advancing women’s ownership, equity and entrepreneurship to reshape long-term economic outcomes


Tania Pouwhare, Chief Executive Officer, Good Shepherd New Zealand

Sarah Baddeley, Partner, MartinJenkins

Karleen Everitt, Kaitohu Rautaki Maori Head of Te Ao Maori Strategy, ANZ

Susan Peterson, Chair of the Board, Kiwi Bank

Sumita Paul, Principal Financial Planner, Athena Wealth, Chair of the Board of Trustees, Grief Centre

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