Financial Adviser
· BURWOOD, NSW
Sanchi Kogata
No disciplinary history on record with ASIC
BURWOOD,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308018
Sanchi Kogata is a financial adviser based in Burwood, New South Wales, with 2 years of experience in the financial services industry since 2024. Sanchi is currently authorised under Synchron Advice. Sanchi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sanchi's qualifications include a Bachelor of Commerce from University of Mumbai.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce
University of Mumbai
2023
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Margin Lending Specialist
Kaplan Professional