Financial Adviser · KOGARAH, NSW

Petar Caric

KOGARAH, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000472969

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Petar Caric is a financial adviser based in Kogarah, New South Wales, with 21 years of experience in the financial services industry since 2005. Petar is currently authorised under Akumin Financial Planning. Petar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Petar's qualifications include a Master of Financial Planning from Western Sydney University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce

The University of Wollongong

2019

Master of Financial Planning

Western Sydney University

Registration History

Akumin Financial Planning Pty Limited

Feb 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Awm Services Pty Ltd

Oct 2013 - Dec 2014 Ceased

Commonwealth Bank Of Australia

Jan 2010 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register