Sangram Rana

Why I do what I do

Family and enhancing one’s legacy is important to me.

I was lucky to be born in a loving family. My parents gave me every possible joy and love one can ask for. A great education, holidays, access to all kinds of sports and much more. We were raised to be humble and respect every being equally.

Both of my grandfathers were hardworking and created a name for themselves without compromising their values. One became CEO of a reputed bank and the other was recognised by the Government as the highest national award holder in his field and was in close circles with the highest dignitaries of the nation.

I took inspiration from both and want to make my own presence in the world. As a result, I took more interest in how to create and protect wealth and helping others enhance their own legacy.  

I relish listening to people and hearing their stories. Providing my clients with a strategy that protects and creates wealth at the same time genuinely excites me. I like making the complex seem simple and feel happy and content when my clients reap the benefits of my advice and are better prepared to fulfil their own financial potential.

A few things about me

Starting my career as an Accountant, and then as a Tax Agent, gave me a strong foundation of the practical tax implications in how to build and protect wealth. Because of this knowledge, I started helping people with Self-Managed Superannuation as well as protecting what is most important. Now I have helped many families to take control as they work towards an achievable and attainable investment goal, as well as protect them from the financial impact of life risks with proper insurances.

I live in a beautiful beachside suburb of Melbourne with my fabulous wife. I like keeping fit and enjoy the gym and outdoor sports. We enjoy our bike rides on the scenic beach road taking in the fresh breeze, inspiring me to see the world in different ways. I also enjoy singing and listening to music, having been lucky enough to record a few songs in years gone by. I love the world of theatre and often find myself streaming content from anime to action to comedy.

Qualifications

  • Diploma of Financial Planning
  • Bachelor of Business Administration
  • Master of Business
  • Master of Professional Accounting
  • Registered Tax Agent
  • Member of Financial Planning Association of Australia
  • Member of Australian Financial Complaints Authority 

Key expertise areas

  • Risk protection
  • Self Managed Superannuation Funds
  • Retirement planning
  • Superannuation
  • Tax structures and effective minimisation strategies

 

 

Identity McIntyre Pty Ltd and its specialist financial advisers Angus Dockrill, Scott Douglas, Dan Blatch, Lisette Walsh and Matthew Bull are authorised representatives of Apogee Financial Planning Limited, Australian Financial Services Licensee Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000. These representatives are trading as IMFG.

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