Financial Adviser
· MULGRAVE, VIC
Zac Ayoubi
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004880
Zac Ayoubi is a financial adviser based in Mulgrave, Victoria, with 20 years of experience in the financial services industry. Zac is currently authorised under Millennium 3 Financial Services Pty Ltd. Zac 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 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Zac is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2006
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register