Financial Adviser
· NORTH SYDNEY, NSW
Tony Peric
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249621
Tony Peric is a financial adviser based in North Sydney, New South Wales, with 27 years of experience in the financial services industry. Tony is currently authorised under Synchron Advice Pty Ltd. Tony 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 Advanced Diploma Financial Services (Financial Planning) FNS60404 from Kaplan Australia. Tony is a member of SMSF Association.
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
2004
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2009
Advanced Diploma Financial Services (Financial Planning) FNS60404
Kaplan Australia
2010
RG146 Margin Lending & Geared Investments
Kaplan Australia