SANGRAM RANA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Master of Business - Masters Degree (AQF 9) - Monash University
2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Melbourne Institute of Technology
2016 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Monarch Institute
2016 - Self Managed Superannuation funds assets - Other - Monarch Institute
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 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.