Moiz Mandani

Prospa Financial Pty Ltd

Silver
8 Yrs Experience
Albert Park, VIC 3206

Moiz Mandani is a Financial Adviser working from the Albert Park Office of Prospa Financial.

Moiz is a Certified Financial Planner® practitioner, the internally recognized and pre-eminent representation of financial planners around the world. He is a member of the Financial Planning Association of Australia. Moiz is also an SMSF Association SMSF Specialist Advisor™.

Moiz holds a Bachelor of Commerce majoring in (Accounting & Finance) from Swinburne University. He has passed CFA level I and is a candidate for the level II program. He has over ten years of experience in the Financial Services industry, with the last eight years as a Financial Adviser with NAB Financial Planning, MLC Advice, and Bridges Financial Services. He has helped hundreds of Australians achieve their goals and be on the journey to their ideal life.

Having worked in the financial planning profession for over eight years, Moiz specializes in Goals-Based Advice to help you identify your goals and work with you in navigating life's complexities by educating you with choices and options at your disposal to achieve your ideal life. He also specializes in generating passive income so that you can retire early, diversify your income streams, and be more in control to live your ideal life.

Outside of work, Moiz loves to read books, travel, and learn about different cultures around the world. The ideal life for him is a worry-free financial position to support his family and improve the quality of life of people around him.

If you want to speak about how financial advice can help with your ideal life, please don't hesitate to contact him on:

Phone: 0494 040 040

Email: moiz@prospafinancial.com.au

or send me a direct message on LinkedIn

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Hindi

Prospa Financial Pty Ltd

Level 1, 36 Mills St
Albert Park, VIC 3206
Suite 41, Level 2, 66 Victor Cres
Narre Warren, VIC 3805

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880