Financial Adviser
· BOX HILL, VIC
Moiz Mandani
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244853
Moiz Mandani is a financial adviser based in Box Hill, Victoria, with 10 years of experience in the financial services industry. Moiz is currently authorised under Advice Evolution Pty Ltd. Moiz 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 Certified Financial Planner from Financial Advice Association of Australia. Moiz is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Accounting and Finance)
Swinburne University of Technology
2015
CFA Level 1
CFA Institute
2015
Diploma of Financial Planning
Kaplan Professional
2019
Certified Financial Planner
Financial Advice Association of Australia
2021
SMSF Specialist Advisor
SMSF Association
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AAN WEALTH MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register