Sonal Gupta
LIFESPAN FINANCIAL PLANNING PTY LTD · Scoresby VIC 3179 · Advising since 2013
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001002755
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892Since 2 March 2026
- Principal business address
- Scoresby VIC 3179
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2026 – presentLIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- CEASEDOct 2024 – Feb 2026INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative LIFESCOPE WEALTH ADVISORY PTY LTD (no. 001312082)
- CEASEDSep 2023 – Oct 2024MODORAS PTY LTD · AFSL 233209
- CEASEDAug 2021 – Jul 2023BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDNov 2020 – Aug 2021WEALTH TRAIL PTY LTD · AFSL 521516Through authorised representative FREEDOM FINANCE AUSTRALIA WEALTH PTY LTD (no. 001283609)
- CEASEDAug 2020 – Nov 2020FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDJan 2020 – Jul 2020AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDMay 2015 – Nov 2019NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SuperConcepts Specialist SMSF Online Course
The University of Adelaide · 2024 · Certificate (AQF 1-4)
Aged Care
Kaplan · 2022 · Certificate (AQF 1-4)
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Bridging Course - Ethics
Certificate IV in Financial Services
Swinburne University of Technology · 2019 · Certificate (AQF 1-4)
Investment Strategies Results
CFP · 2016 · Certificate (AQF 1-4)
Advanced Diploma of Financial Service (Financial Planning)
MLC · 2011 · Advanced Diploma (AQF 6)
Diploma of Financial Service (Financial Planning)
MLC · 2008 · Diploma (AQF 5)
Degree of Master of Business Administration
Guru Nanak Dev University · 2003 · Masters Degree (AQF 9)
Degree of Bachelor of Business Administration
Punjab Technical University · 2001 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sonal Gupta claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sonal Gupta on Souffle yet.
Contacting Sonal Gupta
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFESPAN FINANCIAL PLANNING PTY LTD · AFSL 229892
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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