Financial Adviser
· MULGRAVE, VIC
James Anthony Milic
No disciplinary history on record with ASIC
MULGRAVE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270964
About James Anthony Milic
James Anthony Milic is a financial adviser based in Mulgrave, Victoria, with 8 years of experience in the financial services industry since 2018. James is currently authorised under Kycu Financial Planning. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Business from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma Of Financial Planning
Monarch
2020
Bachelor of Business
Monash University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC001B- Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
FPC003Superannuation and Retirement Advice
Kaplan Professional
2025
FPC007B- Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register