Financial Adviser · WETHERILL PARK, NSW

Mostafa Mohamed Ali Shouman

WETHERILL PARK, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001247597
Currently at
Toowong, QLD (firm address)

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

May 2025 - Present Current
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.
Mar 2023 - Apr 2024 Ceased
Jan 2022 - Mar 2023 Ceased
Feb 2018 - Apr 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF
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