Financial Adviser · MOONEE PONDS, VIC

Sasho Jovancevski

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000329604

Sasho Jovancevski is a financial adviser based in Moonee Ponds, Victoria, with 17 years of experience in the financial services industry. Sasho is currently authorised under Akumin Financial Planning Pty Limited. Sasho holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce (Financial Planning)

Deakin University

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2013

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

2020

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Sep 2008 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register