Zac Ayoubi
Financial Adviser in Mulgrave, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004880
- Location
- Mulgrave VIC 3170
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 8 July 2022
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2006); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2006); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2011); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Graduate Diploma 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Zac Ayoubi
Zac Ayoubi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mulgrave, Victoria (adviser number 001004880).
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 8 July 2022.
According to the register, Zac first provided financial advice in 2006. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2006) and 5 unit CFP Certification Program (Financial Advice Association of Australia Limited, 2011). Zac 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Zac Ayoubi a registered financial adviser?
Yes. Zac Ayoubi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004880.
Which licensee does Zac Ayoubi work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Zac Ayoubi 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; standard margin lending.