MANDAR BAPAT
Financial Adviser · Morley, WA
📚 Qualifications & Training
2016 - Tax for financial advising - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)
2020 - Economic and Legal Context for Financial Planning (Version 2 from study period 6 2019 onwards) - Other - Kaplan Education Pty Ltd (T/A Kaplan Professional)
2020 - FASEA Financial Adviser Exam - Other - FASEA
2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.