Financial Adviser · WILBERFORCE, NSW

Kunal Srichand Kanjani

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270329

Kunal Srichand Kanjani is a financial adviser based in Wilberforce, New South Wales, with 8 years of experience in the financial services industry. Kunal is currently authorised under Lifespan Financial Planning Pty Ltd. Kunal 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 Master of Professional Accounting from Southern Cross University. Kunal is a member of CPA Australia (CPA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advise on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2009

Master of Professional Accounting

Southern Cross University

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Superannuation & Retirement Planning

Kaplan

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Oct 2024 - Present Current

The adviser is restricted from providing personal advise on Self Managed Super Funds (SMSF)

Hillross Financial Services Limited

Dec 2018 - Dec 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register