Manisha Bhudia
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002916
- Location
- Subiaco WA 6008
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 March 2024
- First provided advice
- 2014
- Qualifications
- Chartered Insitute of Mangement Accountants, CIMA UK (2005); Income Tax Law & Aspects Co Law LAW5219, University of Southern Queensland (2007); Certified Practicing Accountant Program, CPA (2010); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); TASACLv2 Commercial Law, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan (2021); Tier 1 Margin Lending, Kaplan Professional (2021); SMSF Specialist Member Accreditation Program (SMSF Specialist Advisor, SMSF Association (2024)
- Memberships
- CPA Australia (CPA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Manisha Bhudia
Manisha Bhudia is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002916.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 15 March 2024.
The register records 2014 as the year Manisha first provided financial advice. Qualifications and training on file include Chartered Insitute of Mangement Accountants (CIMA UK, 2005), Income Tax Law & Aspects Co Law LAW5219 (University of Southern Queensland, 2007) and Certified Practicing Accountant Program (CPA, 2010). Manisha is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Manisha Bhudia a registered financial adviser?
Yes. Manisha Bhudia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002916.
Which licensee does Manisha Bhudia work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Manisha Bhudia 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.