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

Dusica Saric

21 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000251687

Dusica Saric is a financial adviser based in Parramatta, New South Wales, with 21 years of experience in the financial services industry. Dusica is currently authorised under Psk Advisory Services Pty Ltd. Dusica 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 Kaplan Professional. Dusica is a member of 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

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

2001
Diploma of Business Studies
TAFE NSW
2003
Certificate III in Financial Services (General Insurance)
AMP Limited
2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2014
Graduate Certificate in Applied Finance
Kaplan Professional
2015
Graduate Diploma in Financial Planning
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional
2018
SuperConcepts and ICFS Specialist SMSF
The University of Adelaide
2021
ALPA Accredited Listed Product Adviser
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Sep 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Oct 2020 - Sep 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Sep 2005 - Oct 2020 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