Ashish Suresh Siddam
Financial Adviser in West Melbourne, Victoria, Australia
Review Ashish Suresh Siddam
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001253657
- Location
- West Melbourne VIC 3003
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 May 2025
- First provided advice
- 2017
- Qualifications
- Master of Finance, Royal Melbourne Institute Of Technology (2003); Diploma of Financial Planning, Monarch Institute (2016); Advanced Diploma of Financial Planning, Monarch Institute (2018); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, standard margin lending
- 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 Ashish Suresh Siddam
Ashish Suresh Siddam is a financial adviser in West Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001253657.
Ashish provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The register also lists Charter Financial Planning Limited (licence 234665). That authorisation dates from 15 May 2025.
The register records 2017 as the year Ashish first provided financial advice. The qualifications listed for Ashish include Master of Finance (Royal Melbourne Institute Of Technology, 2003), Diploma of Financial Planning (Monarch Institute, 2016) and Advanced Diploma of Financial Planning (Monarch Institute, 2018).
Ashish is authorised to advise 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.”
Reviews
Nobody has reviewed Ashish Suresh Siddam here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ashish Suresh Siddam a registered financial adviser?
Yes. Ashish Suresh Siddam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253657.
Which licensee does Ashish Suresh Siddam work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can Ashish Suresh Siddam 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; standard margin lending. 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."