MOIZ MANDANI
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2012 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2015 - CFA Level 1 - Other - CFA Institute
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2021 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.