Financial Adviser · BENTLEIGH, VIC

Snigdha Gupta

BENTLEIGH, VIC
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001305475
Currently at
Bentleigh, VIC (firm address)

About Snigdha Gupta

Snigdha Gupta is a financial adviser based in Bentleigh, Victoria, with 2 years of experience in the financial services industry since 2024. Snigdha is currently authorised under Ozplan Financial Services. Snigdha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Snigdha holds a Graduate Dipoloma of Financial Planning from Kaplan.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2022
Graduate Dipoloma of Financial Planning
Kaplan

Registration History

Aug 2023 - Present Current

Source: ASIC Financial Advisers Register