Financial Adviser · KENSINGTON PARK, SA

Ivica Kulas

KENSINGTON PARK, SA

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000314993

Licensee

Millennium 3 Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Ivica Kulas

Ivica Kulas is a financial adviser based in Kensington Park, South Australia, with 24 years of experience in the financial services industry since 2002. Ivica is currently authorised under Millennium 3 Financial Services. Ivica holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ivica's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Ivica 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 Deposit Products Government Bonds

Restrictions: Superannuation - All Authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Economics

The University of Adelaide

2003

Diploma of Financial Planning

FPA

2005

5 unit CFP Certification Program

Financial Advice Association of Australia Limited

2023

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Mar 2020 - Present Current

Superannuation - All Authorisation excludes SMSF advice

ELDERS FINANCIAL PLANNING PTY LTD

Sep 2005 - Mar 2020 Ceased

Government Debentures, Stocks or Bonds: class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register