Financial Adviser · PARRAMATTA, NSW

Atilla Gyula Elek

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000273779

Atilla Gyula Elek is a financial adviser based in Parramatta, New South Wales, with 23 years of experience in the financial services industry. Atilla is currently authorised under Bridges Financial Services Pty Limited. Atilla 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning) FNB50802
Tribeca Learning (Aust) Pty Ltd
2008
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2016
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2020
Essential Steps for Aged Care
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Jul 2014 - Present Current
Aug 2006 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register