Financial Planning

Mahmood Karim

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Financial Planning

Mahmood Karim

I am an experienced financial services professional, trainer and assessor with extensive experience across financial advice, investments, mortgage broking, paraplanning, dispute resolution and professional leadership.

I am passionate about helping students connect theoretical knowledge with practical workplace application. My training approach focuses on developing technical competence, professional judgement, regulatory awareness and the confidence required to succeed in the financial services industry.

I draw on my experience leading teams and managing complex financial matters to provide students with practical insights, relevant industry examples and a clear understanding of professional expectations.

Academic Credentials

  • Master of Professional Accounting, University of New South Wales, Australia

  • Master of Finance, Coventry University, UK

  • Bachelor of Business Administration

  • Diploma of Financial Planning

  • Diploma in Finance and Mortgage Broking

  • Advanced Diploma of Accounting

Work Experiences

I currently work as a Team Manager in Investment and Advice at the Australian Financial Complaints Authority. In this role, I lead a team responsible for assessing and resolving complex complaints involving financial advice, investments, managed funds, superannuation and other financial products.

Before joining AFCA, I held several roles with the Commonwealth Bank of Australia, including Team Manager in Financial Planning Advice Remediation and Advice Remediation Case Manager. My experience included reviewing complex financial advice, assessing customer outcomes, managing remediation matters and leading high-performing teams.

I also have extensive vocational education and training experience. I have delivered and assessed nationally recognised qualifications and units in financial planning, mortgage broking, paraplanning, accounting and business. My teaching experience includes work with Monarch Institute, Academies Australasia and the Southern Academy of Business and Technology.

Earlier in my career, I also taught at bachelor’s and master’s level overseas, primarily across Bachelor of Business Administration and Master of Business Administration programs. The subjects I taught focused mainly on management, business ethics and related business disciplines.

Courses taught by trainer
Open
Financial and Mortgage Broking
Diploma of Finance and Mortgage Broking Management
FNS50322

Monarch Institute delivers highly practical nationally-recognised training for the finance and mortgage broking profession.

Open
Financial Planning
Advanced Diploma of Paraplanning
FNS60920

A Paraplanner’s primary role is to provide support to the Financial Adviser.

Open
Business and Management
Master of Business Administration

The Master of Business Administration (MBA) delivered by Monarch Institute is built for ambitious professionals who want to take their leadership, strategy, and problem-solving skills to the next level.

Open
Financial and Mortgage Broking
Certificate IV in Finance and Mortgage Broking
FNS40821

Monarch Institute delivers highly practical nationally-recognised training for the finance and mortgage broking profession.

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