Financial Adviser
· COTTESLOE, WA
Gloria Savic
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306117
Gloria Savic is a financial adviser based in Cottesloe, Western Australia, with 2 years of experience in the financial services industry. Gloria is currently authorised under Private Capital Advisers Pty Ltd. Gloria 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 CFP Certification Program from FAAA. Gloria 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Derivatives
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
CFP Certification Program
FAAA