SANGEETA TANGRI
Financial Adviser · Camp Hill, QLD
📚 Qualifications & Training
2005 - Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
2011 - Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - SMSF - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.