Financial Adviser
· MELBOURNE, VIC
Dimce Trajcevski
No disciplinary history on record with ASIC
MELBOURNE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003336
About Dimce Trajcevski
Dimce Trajcevski is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Dimce is currently authorised under Investor Wealth. Dimce holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dimce's qualifications include a Bachelor of Commerce (Honours) from Monash University. Dimce 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
2005
Bachelor of Commerce (Honours)
Monash University
2009
Diploma of Financial Planning
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Mentor Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2015
Self Managed Superannuation Fund Advisor (Personal Advice)
Mentor Education
Registration History
Source: ASIC Financial Advisers Register