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

Sakshi Bagaria

8 Years experience
Tax advice
authorised
Currently at
Fortnum Private Wealth Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001267240

Sakshi Bagaria is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Sakshi is currently authorised under Fortnum Private Wealth Ltd. Sakshi 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 Bachelor of Science (Class Honours in Economics and Finance) from University of London. Sakshi 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 Deposit Products Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Science (Class Honours in Economics and Finance)
University of London
2017
Diploma of Financial Planning (FNS50615)
Monarch Institute
2022
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2025
FPC001B
Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher education
2025
FPC007B
Bridging Course - Behavioural Finance - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd
Oct 2025 - Present Current
Not SMSF
Ri Advice Group Pty Ltd
Jul 2025 - Sep 2025 Ceased
Superannuation: Not authorised to provide SMSF advice.
Zurich Assure Australia Pty Limited
Mar 2023 - May 2025 Ceased
Esencia Wealth Partners Pty Ltd
Feb 2019 - Mar 2023 Ceased
Fortnum Private Wealth Ltd
Sep 2018 - Feb 2019 Ceased
Not SMSF

Source: ASIC Financial Advisers Register