Financial Adviser
· CHADSTONE, VIC
Alan Poric
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263016
Alan Poric is a financial adviser based in Chadstone, Victoria, with 8 years of experience in the financial services industry. Alan is currently authorised under Lifespan Financial Planning Pty Ltd. Alan 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 Business (Accounting) from Victoria University.
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
2014
Bachelor of Business (Accounting)
Victoria University
2016
Diploma of Financial Planning
Mentor
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register