Sanjay D’souza

SSA

Company: Advance Wealth Specialists Pty Ltd
Title: Financial Planner
Profession: Financial Planner
Address: 22 Terrene Tce, POINT COOK VIC 3030, Australia
Qualifications: SSA (Designation) - SMSF Association, 2025; Financial Planning (Masters) - Deakin University, 2021; SMSF Regulations and Taxation (Other) - Kaplan Professional, 2022; Tier 1 Margin Lending - Personal Advice (Other) - Kaplan Professional, 2019

Summary

Sanjay has been working as a financial planner for over 12 years. He has completed his Master of Financial Planning from Deakin University. Sanjay has been working in financial services sector since 2008. He has worked for Commonwealth Bank as Credit Analyst before joining Financial Planning. Sanjay had started Radiance Financial Planners Pty Ltd with an aim to work with clients who want choices to protect their family and build wealth, so they can enjoy a comfortable retirement. Sanjay and Sahil have merged their business into Advance Wealth Specialists Pty Ltd on 01st May 2022 to continue supporting their client’s needs. To help achieve client’s pre-determined goals, they understands client’s requirement, unique situation, use appropriate strategies that could provide an advantage to his clients over both short- and long-term period.

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