Mankit Tsang

Tandem Financial Pty Ltd

Platinum
12 Yrs Experience
Sydney, NSW 2000

Recent reviews

Tandem Financial Pty Ltd

Suite 5, 95-99 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 41
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
41 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 41

Sort by

4.75

"Mankit has advised me with planning and formulating the full portfolio of insurances. Mankit demonstrated good ability to understand my needs and articulate the technicalities in provide easy to understand advise. Mankit has been always switched-on, responsive and approachable ensuring smooth communication whenever required. I certainly had a very good experience with Mankit and would confidently approach him for advice in future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit was great to deal with and offered my wife and I wonderful customer service and efficent outstanding advice. Thank you, Mankit for making the entire process stress free with your professional service."

  • Insurance Protection
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Mankit is always professional and quick to respond. He has been a great help in assisting us to protect our wealth and reach our goals. He is knowledgeable about the products and also offers strong and reliable contacts. We have recently gotten our health insurance and tax structure set up thanks to Mankit. Would highly recommend."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mankit has given me advise in all the areas I needed. He is knowledgeable and answer your questions anytime you need him. He provide good services too and I feel very confident with his advise. Thanks for your support and advise, Mankit!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit has given me advice in areas including loan products, self managed super funds and managing debt. Mankit was able to explain things to me in a clear way. Through Mankit's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Mankit's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit is very knowledgeable and helpful in providing advices related to the insurance covers that I need. He keeps me informed on progress status of the insurance application, explains things to me in a clear way, and is patient and skilful when dealing with various insurance matters. Highly recommended!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit has given me advice on life and work insurances. He was able to explain things to me clearly and got back to me promptly when I had questions. I'm confident in the advicd he's given me is accurate and in my best interests."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit has given me advice in areas including loan products, self managed super funds and managing debt. Mankit was usually able to explain things to me in a clear way. Through Mankit's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Mankit's full care and attention when I needed it."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Mankit was always able to explain things to me in a clear way. Through Mankit's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Mankit's full care and attention when I needed it."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mankit has always been available for any queries I have had. He has always been honest and upfront about the market and has advised wisely. Highly recommend him."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 41

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Commerce (eCommerce, Economics and Finance)

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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