Financial Adviser · SYDNEY, NSW

Branislav Vlacic

SYDNEY, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001265292

Licensee

AIA Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Branislav Vlacic

Branislav Vlacic is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Branislav is currently authorised under AIA Financial Services. Branislav holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Branislav's qualifications include a Bachelor of Commerce (Economics) from University of Wollongong. Branislav 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

Restrictions: Not authorised to provide advice on SMSF's.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce (Economics)

University of Wollongong

2018

Diploma of Financial Planning

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2024

Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2024

Taxation for Financial Planning

Kaplan Professional

Registration History

AIA Financial Services Pty Limited

Dec 2021 - Present Current

Not authorised to provide advice on SMSF's.

Commonwealth Financial Planning Limited

Jun 2018 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register