Sonal Gupta Financial Planner Report

Name:
Sonal Gupta

Rep Number:
001002755

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2015-05-25 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed By
Name:
National Australia Bank Limited

Licence Number:
000230686

ABN:
12 004 044 937

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
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
ThreeSixty
Advanced Diploma - Financial Planning
ThreeSixty
Diploma - Financial Planning
Guru Nanak Dev University
Masters of Business Administration - Finance

Memberships
Financial Planning Association of Australia (FPA)