Financial Adviser
· MELBOURNE, VIC
Adam Bozic
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001313614
Adam Bozic is a financial adviser based in Melbourne, Victoria. Adam is currently authorised under Jbwere Ltd. Adam holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Economics & Finance) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Economics & Finance)
Griffith University
2021
Foreign Exchange Accredited Course
Stockbrokers and Financial Advisers Association
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register