MANISHA BHUDIA

Financial Adviser ยท Osborne Park, WA

Registered

Registration Number

001002916

Registration Status

Registered

Location

Osborne Park, WA 6017

Providing Advice Since

2014

Registration Date

17/05/2019

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2005 - Chartered Insitute of Mangement Accountants - Professional Designations - CIMA UK
2007 - Income Tax Law & Aspects Co Law LAW5219 - Other - University of Southern Queensland
2010 - Certified Practicing Accountant Program - Professional Designations - CPA
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2019 - TASACLv2 Commercial Law - Other - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Other - Kaplan
2021 - Tier 1 Margin Lending - Other - Kaplan Professional
2024 - SMSF Specialist Member Accreditation Program (SMSF Specialist Advisor - SSA) - Professional Designations - SMSF Association

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.