Ivica Kulas
Financial Adviser in Kensington Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314993
- Location
- Kensington Park SA 5068
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 24 March 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, The University of Adelaide (2000); Diploma of Financial Planning, FPA (2003); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2005); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - All Authorisation excludes SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Ivica Kulas
Ivica Kulas is a financial adviser in Kensington Park, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000314993.
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 24 March 2020.
The register records 2002 as the year Ivica first provided financial advice. Qualifications and training on file include Bachelor of Economics (The University of Adelaide, 2000), Diploma of Financial Planning (FPA, 2003) and 5 unit CFP Certification Program (Financial Advice Association of Australia Limited, 2005). Ivica is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation – All Authorisation excludes SMSF advice.”
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Questions people ask
Is Ivica Kulas a registered financial adviser?
Yes. Ivica Kulas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314993.
Which licensee does Ivica Kulas work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Ivica Kulas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - All Authorisation excludes SMSF advice."