Financial Adviser
· MELBOURNE, VIC
Sonal Brar
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270785
Currently at
Melbourne, VIC (firm address)
About Sonal Brar
Sonal Brar is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Sonal is currently authorised under Doquile Perrett Meade Financial Services. Sonal holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Sonal's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
Osmania University
2017
Advanced Diploma of Financial Planning
Mentor Education
2021
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2022
Ethics & Professionalism in Finance
Ethics - Kaplan Professional
2024
Economic & Legal Context in Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2026
Master of Financial Planning
Kaplan Professional