Financial Adviser · DOCKLANDS, VIC

Mst Ferdausi Aktar

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001268605

Mst Ferdausi Aktar is a financial adviser based in Docklands, Victoria, with 8 years of experience in the financial services industry. Mst is currently authorised under Actuate Alliance Services Pty Ltd. Mst 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 Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology (RMIT University). Mst is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology (RMIT University)

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

2020

Self Managed Superannuation Funds

Kaplan Education Pty Ltd

Registration History

Actuate Alliance Services Pty Ltd

Feb 2023 - Present Current

Not authorised to provide SMSF advice.

Mercer Financial Advice (Australia) Pty Ltd

Jan 2021 - Dec 2022 Ceased

Australia And New Zealand Banking Group Limited

Sep 2019 - Jul 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Commonwealth Financial Planning Limited

Oct 2018 - Aug 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register