Marta Mandic

Financial Adviser

ASIC adviser number:

001317153

Adviser sub-type:

Provisional Financial Adviser

Qualifications and training:

2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2019, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Higher Education Pty Limited
2025, Accredited Aged Care Professional, Other, Aged Care Steps
2025, Commercial Law, Other, Kaplan Higher Education Pty Limited

Membership of professional associations:

None

Disciplinary action by ASIC:

None

Location:

Level 11, 66 Clarence St
Sydney NSW 2000

AFS licence holder name:

Akumin Financial Planning Pty Limited

AFS licence number:

000232706

Licence controlled by:

Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».