Financial Adviser · BRUNSWICK, VIC

Onur Serbest

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 000379996

Onur Serbest is a financial adviser based in Brunswick, Victoria, with 10 years of experience in the financial services industry. Onur is currently authorised under Insight Investment Services Pty Ltd. Onur 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 Certified Financial Adviser (CFP) from Financial Planning Association of Australia. Onur 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

2010
Bachelor of Commerce (Financial Planning)
Deakin University
2016
Certified Financial Adviser (CFP)
Financial Planning Association of Australia
2024
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aug 2024 - Present Current
Jul 2020 - Aug 2024 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jan 2020 - Jul 2020 Ceased
Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Jul 2016 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register