Financial Adviser · HURSTVILLE, NSW

Robert Bosevski

23 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000296128

Robert Bosevski is a financial adviser based in Hurstville, New South Wales, with 23 years of experience in the financial services industry since 2003. Robert is currently authorised under Synchron Advice. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Robert is a member of CFP - Certified Financial Planner (FPA), FBAA - Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce in Accountancy and Management

University of Wollongong

2005

Graduate Diploma of Financial Planning

Securities Institute

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2012

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2017

Certified Financial Planner

Financial Advice Association of Australia

2020

FPC002b Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

Jul 2019 - Present Current

Akumin Financial Planning Pty Limited

Nov 2005 - Apr 2019 Ceased

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

Source: ASIC Financial Advisers Register