Sonal Gupta
Financial Adviser in Scoresby, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002755
- Location
- Scoresby VIC 3179
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 2 March 2026
- First provided advice
- 2013
- Qualifications
- Degree of Bachelor of Business Administration, Punjab Technical University (2001); Degree of Master of Business Administration, Guru Nanak Dev University (2003); Diploma of Financial Service (Financial Planning), MLC (2008); Advanced Diploma of Financial Service (Financial Planning), MLC (2011); Investment Strategies Results, CFP (2016); Certificate IV in Financial Services, Swinburne University of Technology (2019); Ethics and Professionalism in Financial Advice, Kaplan (2020); Aged Care, Kaplan (2022); SuperConcepts Specialist SMSF Online Course, The University of Adelaide (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonal Gupta
On the Financial Advisers Register kept by ASIC, Sonal Gupta appears as a current financial adviser in Scoresby, Victoria, adviser number 001002755.
Sonal provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 2 March 2026.
According to the register, Sonal first provided financial advice in 2013. The qualifications listed for Sonal include Degree of Bachelor of Business Administration (Punjab Technical University, 2001), Degree of Master of Business Administration (Guru Nanak Dev University, 2003) and Diploma of Financial Service (Financial Planning) (MLC, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sonal Gupta a registered financial adviser?
Yes. Sonal Gupta is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002755.
Which licensee does Sonal Gupta work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Sonal Gupta 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.