Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARRAMATTA, NSW

Sanober Balsara

26 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001002432

Sanober Balsara is a financial adviser based in Parramatta, New South Wales, with 26 years of experience in the financial services industry. Sanober is currently authorised under Aware Financial Services Australia Limited. Sanober holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). Sanober is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC001B Economic and Legal context for Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Sep 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Mar 2015 - Aug 2018 Ceased
National Australia Bank Limited
Dec 2003 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register