Financial Adviser
· MELBOURNE, VIC
Sangram Rana
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251526
Sangram Rana is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Sangram is currently authorised under Lifespan Financial Planning Pty Ltd. Sangram 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 Business from Monash University. Sangram 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
2010
Master of Business
Monash University
2011
Master of Professional Accounting
Melbourne Institute of Technology
2016
Diploma Financial Planning FNS50615
Monarch Institute
2016
Self Managed Superannuation funds assets
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd