Mirko Cugura – Financial Adviser

Adviser identifying number: 230833
Status: Current
Adviser’s ABN: 65430597715
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: INNATE WEALTH PTY LTD
Licence number: 229242
Licensee’s ABN: 66082986641

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INNATE WEALTH PTY LTD
Authorised Representative identifying number: 229242
Authorised Representative’s ABN: 66082986641

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Economics – La Trobe University
  • CFP – Financial Planning Association of Australia (FPA)
  • Certified Investment Management Analyst – IMCA
  • Graduate Diploma of Financial Planning – La Trobe University
  • SMSF Specialist Adviser (SSA) – Self Managed Super Fund Association of Australia

Relevant memberships of professional bodies or industry associations:

  • Fellow Finsia
  • Financial Planning Association of Australia (FPA)
  • Investment Management Consultants Association (IMCA)
  • SMSF Association

Mirko Cugura is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / IDPS Only
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services