Financial Adviser · PARAMATTA, NSW

Tony Rimac

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000336785

Tony Rimac is a financial adviser based in Paramatta, New South Wales, with 17 years of experience in the financial services industry. Tony is currently authorised under Infocus Securities Australia 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 Bachelor of Business (Accounting) from University of Western Sydney. Tony is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

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

Restrictions: Securities - excludes Direct Equities

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Business (Accounting)
University of Western Sydney
2009
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
International Institute of Technology

Registration History

Dec 2018 - Present Current
Securities - excludes Direct Equities
Jun 2014 - Dec 2018 Ceased
Direct Equities - excludes specific direct equities advice
RV WEALTH PTY LTD
May 2009 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register