VARJEET NAGRA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2021 - Commerce - Bachelor Degree (AQF 7) - Deakin University
2024 - SMSF Specialist Advisor (SSA) - Professional Designations - Self Managed Super Fund Association
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2025 - Trust and Estate Practitioner - Professional Designations - Society of Trust and Estate Practitioners (STEP)
2026 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia
🏢 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.