Dimce Trajcevski
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003336
- Location
- Melbourne VIC 3000
- Licensee
- Investor Wealth Pty Ltd (AFSL 296861)
- Authorised since
- 1 July 2019
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Honours), Monash University (2005); Diploma of Financial Planning, Kaplan Professional (2009); Advanced Diploma of Financial Planning, Mentor Education (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2015); Self Managed Superannuation Fund Advisor (Personal Advice), Mentor Education (2015)
- 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 Dimce Trajcevski
Dimce Trajcevski is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003336.
Advice is given under the Australian financial services licence of Investor Wealth Pty Ltd, licence number 296861. The current authorisation started on 1 July 2019.
The register records 2010 as the year Dimce first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Honours) (Monash University, 2005), Diploma of Financial Planning (Kaplan Professional, 2009) and Advanced Diploma of Financial Planning (Mentor Education, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Dimce 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.
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Questions people ask
Is Dimce Trajcevski a registered financial adviser?
Yes. Dimce Trajcevski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003336.
Which licensee does Dimce Trajcevski work under?
Investor Wealth Pty Ltd, Australian financial services licence 296861.
What can Dimce Trajcevski 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.