Petar Caric
Financial Adviser in Kogarah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000472969
- Location
- Kogarah NSW 2217
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 19 February 2015
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce, The University of Wollongong (2008); Master of Financial Planning, Western Sydney University (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Petar Caric
Petar Caric is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kogarah, New South Wales (adviser number 000472969).
Petar provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 19 February 2015.
The register records 2005 as the year Petar first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Wollongong, 2008) and Master of Financial Planning (Western Sydney University, 2019).
Petar 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Petar Caric a registered financial adviser?
Yes. Petar Caric is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000472969.
Which licensee does Petar Caric work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Petar Caric 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."