Financial Adviser
· WARILLA, NSW
Benjamin Tibor Velcek
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312687
Benjamin Tibor Velcek is a financial adviser based in Warilla, New South Wales, with 1 year of experience in the financial services industry. Benjamin is currently authorised under Smart Financial Capital Pty Ltd. Benjamin 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 Bechelor of Commerce (Finance & Financial Planning) from The University of Wollongong. Benjamin 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
Authorised to provide tax financial advice services
Qualifications and Training
2023
Bechelor of Commerce (Finance & Financial Planning)
The University of Wollongong
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register