SHITIJ MANN
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
2005 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology Sydney
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
2008 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA)
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management
2017 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
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.