Financial Adviser
· MELBOURNE, VIC
Timea Barczi
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260999
About Timea Barczi
Timea Barczi is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Timea is currently authorised under Asvw Financial Services. Timea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timea's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Authority excludes SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Tax and Commercial Law for Financial Planning
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional