Mahesh Menon
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000285409
- Location
- Parramatta NSW 2150
- Licensee
- Excalibur Wealth Group Pty Ltd (AFSL 535263)
- Authorised since
- 7 March 2022
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, Mahatma Gandhi University, Kerala (1994); Advanced Diploma of Financial Planning, Kaplan (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Graduate Diploma of Financial Planning, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Mahesh Menon
On the Financial Advisers Register kept by ASIC, Mahesh Menon appears as a current financial adviser in Parramatta, New South Wales, adviser number 000285409.
The licensee Mahesh advises under is Excalibur Wealth Group Pty Ltd (AFS licence 535263). That authorisation dates from 7 March 2022.
The register records 2005 as the year Mahesh first provided financial advice. The qualifications listed for Mahesh include Bachelor of Economics (Mahatma Gandhi University, Kerala, 1994), Advanced Diploma of Financial Planning (Kaplan, 2006) and Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Mahesh is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mahesh Menon a registered financial adviser?
Yes. Mahesh Menon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000285409.
Which licensee does Mahesh Menon work under?
Excalibur Wealth Group Pty Ltd, Australian financial services licence 535263.
What can Mahesh Menon 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.