Financial Adviser
· MELBOURNE, VIC
Manu Bhalla
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342293
Manu Bhalla is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Manu is currently authorised under Industry Fund Services Limited. Manu 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 Commerce from Punjab University. Manu 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
Punjab University
2003
Post Graduation in Applied Science (Web and Computing)
RMIT
2013
Advanced Diploma in Financial planning
Mentor Education
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register