Anton Mann
Financial Adviser in Bunbury, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000385157
- Location
- Bunbury WA 6230
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 3 September 2012
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2010); SMSF Course, University of Adelaide (2015); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anton Mann
Anton Mann is a financial adviser in Bunbury, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000385157.
The licensee Anton advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 3 September 2012.
According to the register, Anton first provided financial advice in 2010. The qualifications listed for Anton include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2010), SMSF Course (University of Adelaide, 2015) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Anton Mann a registered financial adviser?
Yes. Anton Mann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000385157.
Which licensee does Anton Mann work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Anton Mann give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."