Financial Adviser · PYRMONT, NSW

Visnja Raznjevic

21 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000312499

Visnja Raznjevic is a financial adviser based in Pyrmont, New South Wales, with 21 years of experience in the financial services industry. Visnja is currently authorised under Endeavor Asset Management Pty. Ltd.. Visnja 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 Financial Planning from Kaplan. Visnja is a member of FChFP - Fellow Chartered Financial Practitioner and 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 Margin Lending

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2009

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2010

Margin Lending & Geared Investments

Kaplan Professional

2011

Self Managed Superannuation Funds

Kaplan Professional

2018

Accredited Listed Product Adviser Program

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2022

Graduate Diploma Financial Planning

Kaplan

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Feb 2021 - Feb 2025 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Jul 2020 - Feb 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

Charter Financial Planning Limited

Dec 2011 - Jun 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Apr 2007 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register