Financial Adviser · WETHERILL PARK, NSW

Mostafa Mohamed Ali Shouman

WETHERILL PARK, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001247597

Currently at

My Wealth Choice

Toowong, QLD (firm address)

View firm profile

About Mostafa Mohamed Ali Shouman

Mostafa Mohamed Ali Shouman is a financial adviser based in Wetherill Park, New South Wales, with 10 years of experience in the financial services industry since 2016. Mostafa is currently authorised under Beryllium Advisers, operating through My Wealth Choice. Mostafa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mostafa's qualifications include a Master of Science in Management from German University in Cairo. Mostafa is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Science in Management (Finance & Marketing)

German University in Cairo

2013

Master of Science in Management

German University in Cairo

2016

Diploma of Financial Planning

Monarch Institute

2017

Advanced Diploma of Financial Planning

Monarch Institute

2017

Margin Lending

Monarch Institute

2022

Self Managed Superannuation Funds

Kaplan Professional

2023

FPC002B

Bridging Course - Ethics - Kaplan Professional

2023

TASACL

Other - Kaplan Professional

2023

TPB516FA Australian Taxation Law for Tax (financial) Advisers

AAMC Training Group

Registration History

Beryllium Advisers Pty Ltd

May 2025 - Present Current

Spark Advisors Australia Pty Ltd

Jun 2024 - May 2025 Ceased

Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List to clients who have not previously received direct equities advice from the adviser.

Oracle Advisory Group Pty. Ltd.

Mar 2023 - Apr 2024 Ceased

Oracle Investment Management Pty Ltd

Jan 2022 - Mar 2023 Ceased

Commonwealth Financial Planning Limited

Feb 2018 - Apr 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF

Akumin Financial Planning Pty Limited

Sep 2016 - Nov 2017 Ceased

Further Restrictions : Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register