GLORIA SAVIC

Financial Adviser ยท Cottesloe, WA

Registered

Registration Number

001306117

Registration Status

Registered

Location

Cottesloe, WA 6011

Providing Advice Since

2024

Registration Date

01/10/2023

Financial Services Licensee

PRIVATE CAPITAL ADVISERS PTY LTD

Licence #000422593

๐Ÿ“š Qualifications & Training

2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Derivatives - Certificate (AQF 1-4) - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - CFP Certification Program - Professional Designations - FAAA

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.