Varun Tushar Sarup

Name
Varun Tushar Sarup
ID
1233895
ABN
First Provided Advice
2013
Restrictions
NO

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Bachelor of Commerce (Applied Economics & Finance) - University of Ballarat
  • Diploma Margin Lending - Pinnacle Financial Services
  • Diploma of Financial Planning - Mentor Education
  • TASA and the TPB Code of Professional Conduct - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Stockbrokers & Financial Advisers Association Limited

Licencee

Status
Ceased
Licence Holder
Lonsdale Financial Group Limited (#246934)
Commenced
March 25, 2020
Ceased
Feb. 28, 2022
Status
Current
Licence Holder
Wealth Advice Services Pty ltd (#451703)
Commenced
April 21, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
Sept. 29, 2010
Ceased
June 30, 2015
Status
Ceased
Licence Holder
Morgans Financial Limited (#235410)
Commenced
July 28, 2015
Ceased
Aug. 30, 2018
Status
Ceased
Licence Holder
Ozplan Financial Services Pty Ltd (#221235)
Commenced
Sept. 13, 2018
Ceased
Nov. 15, 2019