MOSTAFA MOHAMED ALI SHOUMAN
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2008 - Bachelor of Science in Management (Finance & Marketing) - Bachelor Degree (AQF 7) - German University in Cairo
2013 - Master of Science in Management - Masters Degree (AQF 9) - German University in Cairo
2016 - Diploma of Financial Planning - - Monarch Institute
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2017 - Margin Lending - - Monarch Institute
2022 - Self Managed Superannuation Funds - Other - Kaplan Professional
2023 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - TASACL - Commercial Law - Other - Kaplan Professional
2023 - TPB516FA Australian Taxation Law for Tax (financial) Advisers - Other - AAMC Training Group
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.