Sapan has an Advanced Diploma in Financial Planning, Post Graduate Diploma in Accounting and a Post Graduate Diploma in Financial Mathematics and Statistics. He is also an accredited Margin Lending, Derivatives and SMSF specialist.
Sapan joined Sherpa in 2019 and has worked in the financial services industry for over 17 years and specialises in Investment Planning for Mum and Dad investors as well as entrepreneurs, businesses and high net worth families. Sapan strives to assist clients in maximising their financial potential through implementing financial planning strategies personalised to their unique situation, whilst ensuring these strategies add significant value both financially and from a lifestyle perspective. Sapan loves to travel to warmer places, especially during the Melbourne winter. He loves his sports and is a passionate cricket follower.
Authorised Representative Number: No.1255864
