PETAR CARIC

Financial Adviser · Kogarah, NSW

Registered

Registration Number

000472969

Registration Status

Registered

Location

Kogarah, NSW 2217

Providing Advice Since

2005

Registration Date

19/02/2015

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Wollongong
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University

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.