Sudarshan Gupta Financial Planner Report

Name:
Sudarshan Kumar Gupta

Rep Number:
000408386

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-07-18 onwards

Location:
Mulgrave, , VIC, 0

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Punjab University, India
Bachelor of Commerce
CA India
Chartered Accountant
Kaplan Professional
Diploma in Finance & Mortgage Broking Management
Kaplan Professional
Diploma in Financial Planning
Kaplan / Trustdeed.com.au
SMSF Course

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Australian Institute of Company Directors
Finance Brokers Association of Australia
Institute of Chartered Accountants, India
Institute of Public Accountants (IPA)