Data sourced from ASIC Financial Advisers Register
Financial Adviser · KOGARAH, NSW

Petar Caric

21 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000472969

Petar Caric is a financial adviser based in Kogarah, New South Wales, with 21 years of experience in the financial services industry. Petar is currently authorised under Akumin Financial Planning Pty Limited. Petar holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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