DEJAN PEKIC
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1991 - Bachelor of Commerce (Finance with Merit) - Bachelor Degree (AQF 7) - University of New South Wales
1993 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
1997 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2002 - Policy Statement 146 Knowledge Assessment - Bridging Course - Regulation & Legal Obligations - Integratec
2010 - Certificate IV in Financial Services (Finance Mortgage Broking) - Certificate (AQF 1-4) - The National Finance Institute
2014 - Graduate of Company Directors Course - Professional Designations - Australian Institute of Company Directors
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.