DUSICA SARIC

Financial Adviser · Parramatta, NSW

Registered

Registration Number

000251687

Registration Status

Registered

Location

Parramatta, NSW 2150

Providing Advice Since

2005

Registration Date

01/09/2005

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2001 - Diploma of Business Studies - Diploma (AQF 5) - TAFE NSW
2003 - Certificate III in Financial Services (General Insurance) - Certificate (AQF 1-4) - AMP Limited
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2014 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional
2015 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2018 - SuperConcepts and ICFS Specialist SMSF - Other - The University of Adelaide
2021 - ALPA Accredited Listed Product Adviser - Other - 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.