Dejan Pekic
Financial Adviser in Sydney, New South Wales, Australia
Review Dejan Pekic
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001000765
- Location
- Sydney NSW 2000
- Licensee
- Newealth Pty Ltd (AFSL 231297)
- Authorised since
- 1 November 2003
- First provided advice
- 1991
- Qualifications
- Bachelor of Commerce (Finance with Merit), University of New South Wales (1991); Diploma of Financial Planning, Financial Planning Association of Australia (1993); Certified Financial Planner, Financial Planning Association of Australia (1997); Policy Statement 146 Knowledge Assessment, Integratec (2002); Certificate IV in Financial Services (Finance Mortgage Broking), The National Finance Institute (2010); Graduate of Company Directors Course, Australian Institute of Company Directors (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Dejan Pekic
Dejan Pekic is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001000765).
Advice is given under the Australian financial services licence of Newealth Pty Ltd, licence number 231297. The current authorisation started on 1 November 2003.
According to the register, Dejan first provided financial advice in 1991. The qualifications listed for Dejan include Bachelor of Commerce (Finance with Merit) (University of New South Wales, 1991), Diploma of Financial Planning (Financial Planning Association of Australia, 1993) and Certified Financial Planner (Financial Planning Association of Australia, 1997). Dejan is recorded as a member of Financial Advice Association of Australia (FAAA).
Dejan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Dejan Pekic here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Dejan Pekic a registered financial adviser?
Yes. Dejan Pekic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000765.
Which licensee does Dejan Pekic work under?
Newealth Pty Ltd, Australian financial services licence 231297.
What can Dejan Pekic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.