Sonal Gupta

Financial Adviser

ASIC adviser number:
001002755
Qualifications and training:

2001, Degree of Bachelor of Business Administration, Bachelor Degree (AQF 7), Punjab Technical University
2003, Degree of Master of Business Administration, Masters Degree (AQF 9), Guru Nanak Dev University
2008, Diploma of Financial Service (Financial Planning), Diploma (AQF 5), MLC
2011, Advanced Diploma of Financial Service (Financial Planning), Advanced Diploma (AQF 6), MLC
2016, Investment Strategies Results, Certificate (AQF 1-4), CFP
2019, Certificate IV in Financial Services, Certificate (AQF 1-4), Swinburne University of Technology
2020, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan
2022, Aged Care, Certificate (AQF 1-4), Kaplan
2024, SuperConcepts Specialist SMSF Online Course, Certificate (AQF 1-4), The University of Adelaide

When adviser first provided advice:
2013
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Suite 576, 44 Lakeview Dr
Scoresby  VIC  3179
AFS licence holder name:
Lifespan Financial Planning Pty Ltd
AFS licence number:
000229892
Licence controlled by:
Castleguard Trust
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».