Financial Adviser
· CAMP HILL, QLD
Sangeeta Tangri
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000405208
Sangeeta Tangri is a financial adviser based in Camp Hill, Queensland, with 16 years of experience in the financial services industry. Sangeeta is currently authorised under Financial Force Pty Ltd. Sangeeta 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Sangeeta 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
2005
Financial Services (Financial Planning)
Financial Planning Association of Australia Ltd
2011
SMSF
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register