Financial Adviser
· MORLEY, WA
Mandar Vilas Bapat
No disciplinary history on record with ASIC
MORLEY,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259595
Mandar Vilas Bapat is a financial adviser based in Morley, Western Australia, with 9 years of experience in the financial services industry since 2017. Mandar is currently authorised under Altruist Advisers Australia. Mandar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mandar's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Mandar is a member of SMSF Association.
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
2016
Tax for financial advising
Kaplan Education Pty Ltd (T/A Kaplan Professional)
2020
Economic and Legal Context for Financial Planning (Version 2 from study period 6 2019 onwards)
Kaplan Education Pty Ltd (T/A Kaplan Professional)
2020
FASEA Financial Adviser Exam
FASEA
2021
Advanced Diploma of Financial Planning
Mentor Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register