Shitij Mann
Financial Adviser in Bella Vista, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000329126
- Location
- Bella Vista NSW 2153
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 22 August 2008
- First provided advice
- 2008
- Qualifications
- Master of Business Administration, University of Technology Sydney (2005); Diploma of Financial Services (Financial Planning), ThreeSixty (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Diploma of Finance and Mortgage Broking Management, Institute of Strategic Management (2012); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC007B Client Engagement Skills, 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, standard margin lending, 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 Shitij Mann
Shitij Mann is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bella Vista, New South Wales (adviser number 000329126).
Shitij provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 22 August 2008.
According to the register, Shitij first provided financial advice in 2008. The qualifications listed for Shitij include Master of Business Administration (University of Technology Sydney, 2005), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2006) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2008).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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 Shitij Mann a registered financial adviser?
Yes. Shitij Mann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000329126.
Which licensee does Shitij Mann work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Shitij 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; standard margin lending; 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."