Financial Adviser
· MELBOURNE, VIC
Tarek Khaled Elmir
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005840
Tarek Khaled Elmir is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Tarek is currently authorised under Canaccord Genuity Financial Limited. Tarek holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan. Tarek is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
The University of Melbourne
2011
Professional Diploma in Stockbroking
Stockbrokers and Financial Advisers Association
2013
ADA2
KAPLAN
2015
Master of Applied Finance
Kaplan
2016
Diploma of Financial Planning
KAPLAN
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2019
Relevant Provider Exam
FASEA