Sandeep Dang profile photo

Sandeep Dang

Iconic Financial

Gold
22 Yrs Experience
Kew, VIC 3101

I have 22 years experience in providing financial planning advice to my clients. Have worked for Commonwealth Bank for 22 years.

I am a Certified Financial Planner and member of the Financial Planning Association of Australia. I am also registered with the Tax Practitioners Board.

I hold a Bachelor of Commerce Degree from Latrobe University, hold Diploma 0f Financial Planning & Certified Financial Planning degree from Financial Planning Association of Australia.

My areas of advice expertise includes:

1) Retirement Planning.

2) Superannuation.

3) Self Managed Superannuation Funds.

4) Aged Care Advice.

5) Age Pension Advice.

I believe in client's values and help them to achieve financial freedom for life. I believe in providing a full Holistic advice and helping clients to achieve their goals and objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

The First Appointment is complimentary and it helps me to understand the client's goals and objectives and how potentially i can help them to achieve their goals & objectives.

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Iconic Financial

Suite 8, 79 High St
Kew, VIC 3101

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Count Financial Limited

AFSL 227232