Data sourced from ASIC Financial Advisers Register
Financial Adviser · BELLA VISTA, NSW

Shitij Mann

18 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000329126

Shitij Mann is a financial adviser based in Bella Vista, New South Wales, with 18 years of experience in the financial services industry. Shitij is currently authorised under Akumin Financial Planning Pty Limited. Shitij holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of Technology Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Master of Business Administration
University of Technology Sydney
2006
Diploma of Financial Services (Financial Planning)
ThreeSixty
2008
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Mortgage & Finance Association of Australia (MFAA)
2012
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Aug 2008 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register