Financial Adviser · YOUNG, NSW

Nenad Jelinek

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001304273

Nenad Jelinek is a financial adviser based in Young, New South Wales, with 2 years of experience in the financial services industry. Nenad is currently authorised under Akumin Financial Planning Pty Limited. Nenad 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 of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

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

2022

Graduate Diploma of Financial Planning

Deakin University

2024

Accredited Aged Care Professional

Aged Care Steps

2024

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

2024

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jun 2023 - Present Current

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