Mandar Vilas Bapat
Financial Adviser in Morley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259595
- Location
- Morley WA 6062
- Licensee
- Altruist Advisers Australia Pty Ltd (AFSL 556578)
- Authorised since
- 29 May 2024
- First provided advice
- 2017
- Qualifications
- Tax for financial advising, Kaplan Education Pty Ltd (T/A Kaplan Professional) (2016); Economic and Legal Context for Financial Planning (Version 2 from study period 6 2019 onwards), Kaplan Education Pty Ltd (T/A Kaplan Professional) (2020); FASEA Financial Adviser Exam, FASEA (2020); Advanced Diploma of Financial Planning, Mentor Education (2021); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- SMSF Association
- 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 Mandar Vilas Bapat
On the Financial Advisers Register kept by ASIC, Mandar Vilas Bapat appears as a current financial adviser in Morley, Western Australia, adviser number 001259595.
Advice is given under the Australian financial services licence of Altruist Advisers Australia Pty Ltd, licence number 556578. That authorisation dates from 29 May 2024.
According to the register, Mandar first provided financial advice in 2017. Qualifications and training on file include Tax for financial advising (Kaplan Education Pty Ltd (T/A Kaplan Professional), 2016), Economic and Legal Context for Financial Planning (Version 2 from study period 6 2019 onwards) (Kaplan Education Pty Ltd (T/A Kaplan Professional), 2020) and FASEA Financial Adviser Exam (FASEA, 2020). Professional memberships recorded: SMSF Association.
Mandar 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 Mandar Vilas Bapat a registered financial adviser?
Yes. Mandar Vilas Bapat is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259595.
Which licensee does Mandar Vilas Bapat work under?
Altruist Advisers Australia Pty Ltd, Australian financial services licence 556578.
What can Mandar Vilas Bapat 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.