Financial Adviser
· MELBOURNE, VIC
Jeremy Max Sojka
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004400
Jeremy Max Sojka is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Jeremy is currently authorised under Evans And Partners Pty. Ltd.. Jeremy holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting, Banking and Finance, Economics) from Monash University.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
BTF1010
Other - Monash University
2012
BTF3931
Other - Monash University
2012
Bachelor of Commerce (Accounting, Banking and Finance, Economics)
Monash University
2015
Advanced Diploma of Financial Planning
Monarch Institute
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education