Financial Adviser
· MELBOURNE, VIC
Gajan Sundaram
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000439004
Gajan Sundaram is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Gajan is currently authorised under Bongiorno Financial Advisers Pty Ltd. Gajan 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 CFP Certification Program from Financial Advice Association of Australia Limited. Gajan is a member of Financial Advice Association of Australia (FAAA) and The Tax Institute.
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
2010
Bachelor of Commerce (Finance)
Monash University
2010
Bachelor of Economics
Monash University
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2018
CFP Certification Program
Financial Advice Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register