Financial Adviser
· PARKSIDE, SA
Boris Pedisic
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301739
Boris Pedisic is a financial adviser based in Parkside, South Australia, with 29 years of experience in the financial services industry. Boris is currently authorised under Goldsborough Financial Services Pty Ltd. Boris 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 Bachelor of Science in the Faculty of Mathematical Sciences from The Adelaide University. Boris 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
1988
Bachelor of Science in the Faculty of Mathematical Sciences
The Adelaide University
1997
Graduate Diploma of Applied Finance and Investment
SIA
2001
Diploma of Financial Planning
FPA
2011
Margin Lending and Geared Investments
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
STATEWIDE SUPERANNUATION PTY LTD
Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of anotherperson in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register