Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST MELBOURNE, VIC

Ashish Suresh Siddam

9 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001253657

Ashish Suresh Siddam is a financial adviser based in West Melbourne, Victoria, with 9 years of experience in the financial services industry. Ashish is currently authorised under Akumin Financial Planning Pty Limited. Ashish 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 Finance from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities 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

2003
Master of Finance
Royal Melbourne Institute Of Technology
2016
Diploma of Financial Planning
Monarch Institute
2018
Advanced Diploma of Financial Planning
Monarch Institute
2020
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
May 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Apr 2017 - 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