Financial Adviser
· WETHERILL PARK, NSW
Mostafa Mohamed Ali Shouman
No disciplinary history on record with ASIC
WETHERILL PARK,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247597
Practice
Wetherill Park, NSW (practice address on ASIC register)
Licensed through Beryllium Advisers
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 works at My Wealth Choice, which is licensed through Beryllium Advisers. 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
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.
Not authorised to provide personal advice on Securities, SMSF
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