Financial Adviser · SWAN HILL, VIC

Varun Tushar Sarup

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001233895

Varun Tushar Sarup is a financial adviser based in Swan Hill, Victoria, with 13 years of experience in the financial services industry. Varun is currently authorised under Wealth Advice Services Pty Ltd. Varun holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan. Varun is a member of Stockbrokers & Financial Advisers Association Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Commerce (Applied Economics & Finance)
University of Ballarat
2013
Diploma Margin Lending
Kaplan
2013
Diploma of Financial Planning
Mentor Education
2017
TASA and the TPB Code of Professional Conduct
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Master of Financial Planning
Kaplan

Registration History

Apr 2022 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Mar 2020 - Feb 2022 Ceased
Sep 2018 - Nov 2019 Ceased
NO
Jul 2015 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register