Financial Adviser
· BENTLEIGH, VIC
Sapan Verma
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255864
Sapan Verma is a financial adviser based in Bentleigh, Victoria, with 21 years of experience in the financial services industry. Sapan is currently authorised under Integrity Financial Planners Pty. Ltd.. Sapan 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 Post Graduate Diploma in Accounting from Macquarie University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Post Graduate Diploma in Accounting
Macquarie University
2005
Graduate Certificate in Financial Planning
Finsia
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
Registration History
ONEVUE PTY LTD
THE CUBE FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register