About

Meet Mandar Bapat.

Financial Planner · Over 22 years of experience in banking and financial services. A practical, considered approach — focused on what matters to you.

Mandar Bapat — Financial Adviser
Your Adviser

Meet Mandar Bapat.

Financial Planner AFP®

Financial Planner AFP - Financial Advice Association Australia - Click to verify

Mandar has over 22 years of experience in the banking and financial services sector.

His approach is practical and considered. He takes the time to understand what matters to you, keeps the advice focused on the agreed areas and explains complex financial matters in straightforward language.

Mandar believes that advice should be:

Relevant: focused on the needs and priorities
Clear: explained without unnecessary complexity
Personal: based on the relevant information you provide
Practical: supported by clear actions and next steps
Transparent: with the service and fees explained before you proceed

You remain in control of your choice. Mandar's role is to provide advice, explain the recommendations and help you understand the considerations involved.

ExperienceOver 22 years
QualificationsGradDipFinPlan · PGDBM (Marketing) · SSA®
MembershipsSMSF Association
ASIC Register001259595
Areas of AdviceSuperannuation · Investments · Personal Insurance · SMSF · Retirement Planning
LanguagesEnglish · Marathi · Hindi · Gujarati
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Mandar Bapat

Information is everywhere. Clarity is rare. As an adviser, I help you focus on what matters most, so you can make informed decisions with confidence and pursue meaningful goals for yourself and your loved ones. That's why we follow a simple advice framework: Clarity, Strategy and Meaning.

Mandar Bapat · GradDipFinPlan · SSA®
Qualifications & Credentials

Qualified. Licensed. Experienced.

Qualification
Graduate Diploma in Financial Planning
GradDipFinPlan
Post Graduate
PGDBM (Marketing)
Post Graduate Diploma in Business Management
Accredited SMSF Association Specialist
SMSF Accreditation
SMSF Specialist Advisor
SSA® · SMSF Association
AFSL 556578
Australian Financial Services Licence
Held by Altruist Advisers Australia Pty Ltd
ASIC Register
001259595
Financial Adviser Register
ABN
17 674 511 169
Altruist Advisers Australia Pty Ltd
Altruist Advisers Australia office — Morley WA
The Office

Come in for a real conversation.

Located in Morley, Perth WA. In-person, phone, and video appointments are available.

📍Suite 11, 15-21 Collier Road, Morley WA 6062
📍PO Box 199, Morley WA 6943
📞0456 442 473
✉️info@altruist.au
Book an Appointment
Start with a conversation.
Book a complimentary discovery call — no charge, no obligation.
Book a Complimentary Discovery Call