Financial Adviser · BUNBURY, WA

Anton Mann

BUNBURY, WA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000385157

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Anton Mann

Anton Mann is a financial adviser based in Bunbury, Western Australia, with 16 years of experience in the financial services industry since 2010. Anton is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Anton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anton's qualifications include a Advanced Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2015

SMSF Course

University of Adelaide

2016

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Sep 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Oct 2010 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register