Financial Adviser
· SYDNEY, NSW
Dejan Pekic
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000765
Dejan Pekic is a financial adviser based in Sydney, New South Wales, with 35 years of experience in the financial services industry. Dejan is currently authorised under Newealth Pty Ltd. Dejan 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 Certified Financial Planner from Financial Planning Association of Australia. Dejan 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Commerce (Finance with Merit)
University of New South Wales
1993
Diploma of Financial Planning
Financial Planning Association of Australia
1997
Certified Financial Planner
Financial Planning Association of Australia
2002
Policy Statement 146 Knowledge Assessment
Regulation & Legal Obligations - Integratec
2010
Certificate IV in Financial Services (Finance Mortgage Broking)
The National Finance Institute
2014
Graduate of Company Directors Course
Australian Institute of Company Directors
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional