MOMIR VUKSA
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2015 - Bachelor of Applied Finance - Bachelor Honours Degree (AQF 8) - University of South Australia
2015 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of South Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - SMSF Specialist Adviser - Professional Designations - SMSF Association
🏢 Professional Memberships
SMSF Association
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.