Financial Adviser
· SUBIACO, WA
Manisha Bhudia
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002916
Manisha Bhudia is a financial adviser based in Subiaco, Western Australia, with 12 years of experience in the financial services industry. Manisha is currently authorised under Capstone Financial Planning Pty Ltd. Manisha 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 Advanced Diploma of Financial Planning from Kaplan Professional. Manisha is a member of CPA Australia (CPA) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Chartered Insitute of Mangement Accountants
CIMA UK
2007
Income Tax Law & Aspects Co Law LAW5219
University of Southern Queensland
2010
Certified Practicing Accountant Program
CPA
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
TASACLv2 Commercial Law
Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan
2021
Tier 1 Margin Lending
Kaplan Professional
2024
SMSF Specialist Member Accreditation Program (SMSF Specialist Advisor
Professional Designations - SMSF Association
Registration History
Not authorised to provide personal advice on Securities or Standard Margin Lending.
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register