Build MyWealth and Sangram Rana, a financial adviser in Melbourne, have been recognised by the Independent Financial Advisers Association of Australia (IFA) and published across Australia’s leading financial and professional media. This page records selected nominations and confirmed publications and is updated regularly.

IFA Excellence Awards

The IFA Excellence Awards recognise outstanding financial advisers across Australia. Sangram Rana has been nominated as a finalist across multiple categories over consecutive years, reflecting sustained client outcomes and professional practice standards.

Risk Adviser of the Year

Finalist 2025 | IFA Excellence Awards

Finalist 2023 | IFA Excellence Awards

Finalist 2022 | IFA Excellence Awards

This category recognises advisers who demonstrate exceptional skill in designing, implementing, and managing risk insurance strategies for clients across life, TPD, income protection, and trauma insurance. Being recognised as a leading risk adviser in Australia reflects the depth of client outcomes delivered.

SMSF Adviser of the Year

Finalist 2023 | IFA Excellence Awards

Finalist 2022 | IFA Excellence Awards

This category recognises advisers who demonstrate technical excellence in self-managed superannuation fund strategy, governance, and client outcomes. It is one of the most competitive categories for any SMSF specialist in Australia.

Client Outcome of the Year

Finalist 2022 | IFA Excellence Awards

This category recognises a specific client engagement where the adviser delivered a measurable, documented outcome that materially improved the client’s financial position.

Media and Publications

Australian Financial Review

Topic: Inheritance and financial planning

Link: https://www.afr.com/by/sangram-rana-p53864

Money and Life

Topic: SMSF and Insurances

Link: https://moneyandlife.com.au/tag/sangram-rana/

Professional Planner

Article: When AI reads your advice: how technology is shaping the future of client engagement

Published: November 2025

Link: https://www.professionalplanner.com.au/2025/11/when-ai-reads-your-advice-how-technology-is-shaping-the-future-of-client-engagement/

Life Insurance Guide

Article 1: Business Insurance and Buy-Sell Cover: The Mistakes Owners Make Before a Claim Event

Link: https://lifeinsuranceguide.com.au/article/business-insurance-and-buy-sell-cover-the-mistakes-owners-make-before-a-claim-event/

Article 2: SMSF Insurance: Should You Hold Life Insurance Inside Your Super Fund?

Link: https://lifeinsuranceguide.com.au/article/smsf-insurance-should-you-hold-life-insurance-inside-your-super-fund/

CommBank Brighter Magazine

Publication: CommBank Brighter, Issue 018

Link: https://www.commbank.com.au/content/dam/commbank-assets/magazine/commbank-brighter-issue-018.pdf

Benefolk

Article: From Surviving to Thriving: A New Playbook for NFP Financial Health

Link: https://benefolk.org/find-resources/articles/from-surviving-to-thriving-a-new-playbook-for-nfp-financial-health

SmartCompany

Status: Upcoming. To be added when published.

Professional Credentials

Sangram Rana, Director and Senior Financial Adviser, Build MyWealth

Qualifications

Diploma of Financial Planning

Bachelor of Business Administration (BBA)

Master of Business

Master of Professional Accounting

Registered Tax Agent

Professional Memberships

Member, Financial Advice Association of Australia (FAAA)

Member, Association of Independently Owned Financial Professionals (AIOFP)

Member, Benefolk

Authorisation

Corporate Authorised Representative (ASIC No. 1306106) of Lifespan Financial Planning Pty Ltd (AFSL 229892)

For Media Enquiries

For comment, interview requests, or publication enquiries, contact Sangram Rana directly.

Email: [email protected]

Phone: 03 7034 4888

Office: Suite 17, Level 3, 55 Collins Street, Melbourne VIC 3000

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Build MyWealth is a trading name of Accounting Cloud Pty Ltd. Sangram Rana is a Corporate Authorised Representative (ASIC No. 1306106) of Lifespan Financial Planning Pty Ltd (AFSL 229892). Suite 17, Level 3, 55 Collins Street, Melbourne VIC 3000. Phone: 03 7034 4888.

Financial Services Guide (Lifespan): Refer to lifespanfp.com.au. Privacy Policy: buildmywealth.com.au/privacy-policy