Sapan Verma
Financial Adviser in Bentleigh, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255864
- Location
- Bentleigh VIC 3204
- Licensee
- Integrity Financial Planners Pty. Ltd. (AFSL 225051)
- Authorised since
- 13 September 2019
- First provided advice
- 2005
- Qualifications
- Post Graduate Diploma in Accounting, Macquarie University (2003); Graduate Certificate in Financial Planning, Finsia (2005); Tier 1 Margin Lending, Kaplan Professional (2017); Self Managed Superannuation Funds, Kaplan Professional (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sapan Verma
Sapan Verma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bentleigh, Victoria (adviser number 001255864).
The licensee Sapan advises under is Integrity Financial Planners Pty. Ltd. (AFS licence 225051). That authorisation dates from 13 September 2019.
According to the register, Sapan first provided financial advice in 2005. The qualifications listed for Sapan include Post Graduate Diploma in Accounting (Macquarie University, 2003), Graduate Certificate in Financial Planning (Finsia, 2005) and Tier 1 Margin Lending (Kaplan Professional, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sapan Verma a registered financial adviser?
Yes. Sapan Verma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255864.
Which licensee does Sapan Verma work under?
Integrity Financial Planners Pty. Ltd., Australian financial services licence 225051.
What can Sapan Verma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.