Financial Adviser
· SYDNEY, NSW
Varjeet Nagra
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299295
Varjeet Nagra is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Varjeet is currently authorised under Australia National Investment Group Pty Ltd. Varjeet 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 (CFP) from Financial Advice Association Australia. Varjeet 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
Authorised to provide tax financial advice services
Qualifications and Training
2021
Commerce
Deakin University
2024
SMSF Specialist Advisor (SSA)
Self Managed Super Fund Association
2025
Master of Financial Planning
Deakin University
2025
Trust and Estate Practitioner
Society of Trust and Estate Practitioners (STEP)
2026
Certified Financial Planner (CFP)
Financial Advice Association Australia
Registration History
Source: ASIC Financial Advisers Register