Financial Adviser
· SUCCESS, WA
Sajal Gupta
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000383842
Sajal Gupta is a financial adviser based in Success, Western Australia, with 14 years of experience in the financial services industry since 2012. Sajal is currently authorised under Boston Reed, operating through Alito Advisors. Sajal holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sajal's qualifications include a Diploma of Financial Services (Financial Planning) from Investment Banking Institute (IBI). Sajal is a member of FBAA - Finance Brokers Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Intellitrain Pty Ltd
2011
Diploma of Financial Services (Financial Planning)
Investment Banking Institute (IBI)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register