Media & Awards
Recognition and Published Work
Build MyWealth and Sangram Rana, a financial adviser in Melbourne, have been named finalists in national adviser awards and published across Australia’s leading financial and professional media.
This page records award nominations, confirmed publications and expert commentary, and is updated regularly.
Awards and Recognition
Sangram Rana has been named a finalist in national adviser awards across estate planning, risk insurance, self-managed superannuation and client outcomes, and is a member of the Million Dollar Round Table.
Australian Wealth Management Awards
Finalist 2026 | Adviser of the Year, Estate Planning
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.
Million Dollar Round Table
Member | Million Dollar Round Table (MDRT)
MDRT is an international association of financial professionals.
As Published In
Sangram Rana is published across the following mastheads and publications.
Australian Financial Review
Topic: Wealth strategy, capital gains tax, inheritance and estate planning
Sangram Rana author page on the Australian Financial Review
Money and Life
Topic: SMSF strategy and personal insurance
Sangram Rana articles on Money and Life
SmartCompany
Topic: Buy-sell agreements, business succession and key person risk
Sangram Rana author page on SmartCompany
Professional Planner
Article: When AI reads your advice: how technology is shaping the future of client engagement
Published: November 2025
Read the article on Professional Planner
Life Insurance Guide
Article: Business Insurance and Buy-Sell Cover: The Mistakes Owners Make Before a Claim Event
Read the article on Life Insurance Guide
Article: SMSF Insurance: Should You Hold Life Insurance Inside Your Super Fund?
Read the article on Life Insurance Guide
CommBank Brighter Magazine
Publication: CommBank Brighter, Issue 018
Read the issue on CommBank Brighter
Benefolk
Article: From Surviving to Thriving: A New Playbook for NFP Financial Health
Quoted In
Mansion Global (Dow Jones)
Article: Taxing Times Hit Australia’s Housing Market, and With Them a Great Opportunity
By Kirsten Craze, July 2026
Sangram Rana was quoted as an expert source on Australia’s capital gains tax and negative gearing reforms.
Read the article on Mansion Global
nine.com.au
Article: Six years ago, Australia had a $38 billion early super experiment. It didn’t go to plan
By Tilli Andrew, 13 September 2026
Sangram was quoted on the long-term cost of early super access, including his calculation that a single $10,000 withdrawal at age 30 can leave a $61,000 gap by age 67.
Read the article on nine.com.au
Recent Articles
You’ve sold the business. What happens to the money decides everything.
Decision by the Numbers, September 2026
Read the article on Build MyWealth
Division 296 is law. Should money leave super before 30 June 2027?
Decision by the Numbers, August 2026
Read the article on Build MyWealth
Insurance in or out of Super – which structure protects you best?
Money and Life, August 2026
Read the article on Money and Life
Offset account not always the best place to park your next dollar
Australian Financial Review, 11 August 2026
Read the article on the Australian Financial Review
Is your lifestyle quietly pushing up your insurance premiums?
Money and Life, 30 June 2026
Read the article on Money and Life
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
Authorised Representative (ASIC No. 1251526) of Lifespan Financial Planning Pty Ltd (AFSL 229892)
For Media Enquiries
For comment, interview requests, or publication enquiries, contact Sangram Rana directly.
Email: info@buildmywealth.com.au
Phone: 03 7034 4888
Office: Level 1, 55 Collins Street, Melbourne VIC 3000
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Build MyWealth is a trading name of Accounting Cloud Pty Ltd. Accounting Cloud Pty Ltd is a Corporate Authorised Representative (ASIC No. 1306106) and Sangram Rana is an Authorised Representative (ASIC No. 1251526) of Lifespan Financial Planning Pty Ltd (AFSL 229892). Level 1, 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
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