Financial Adviser
· PARKSIDE, SA
Momir Vuksa
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306168
Momir Vuksa is a financial adviser based in Parkside, South Australia, with 2 years of experience in the financial services industry. Momir is currently authorised under Goldsborough Financial Services Pty Ltd. Momir 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 Applied Finance from University of South Australia. Momir is a member of SMSF Association.
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
2015
Bachelor of Applied Finance
University of South Australia
2015
Bachelor of Commerce (Accounting)
University of South Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
SMSF Specialist Adviser
SMSF Association
Registration History
Source: ASIC Financial Advisers Register