Find an Adviser
Tailored Investment Strategy and Structured Review Process
Tarek is a Master Member (MSIAA) of the Stockbrokers and Financial Advisers Association of Australia.
Tarek’s value proposition consists of delivering a comprehensive investment management service that removes financial complexity from his clients’ lives, increasing their financial certainty and ultimately leading to improved client outcomes. He works on the principle of 'clients first' with the goal of building and managing tailored investment portfolios that are aligned to each clients unique investor profile.
Moreover, Tarek has a solid track record spanning over two decades in the financial services industry. His motivation, knowledge and experience place him in a strong position to assist you in achieving your own investment goals and objectives.
Tarek specialises in the following areas to deliver desired outcomes for clients:
- Constructing Tailored Investment Portfolios,
- Comprehensive Portfolio Management Services; including a structured review process, reporting and administration,
- Investing in Australian and International Equities and Funds,
- Superannuation and Retirement Planning,
- Cash, Fixed Interest and hybrid products,
- Deceased Estate share sales and transfers,
- Access to IPO's, Placements and Sub-Underwriting opportunities,
- ADA Level 1 Derivatives,
- Active participant in investment seminars and events.
Authorisations
Financial advisers register - Moneysmart.gov.au
Tarek Elmir can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Tarek is accredited to provide tax (financial) service advice.
Qualifications
- Example: Graduate Diploma of Financial Planning, KAPLAN, 2020
- Master Member (MSIAA), Stockbrokers and Financial Advisers Association of Australia, 2017
- Diploma of Financial Planning, KAPLAN, 2016
- Master of Applied Finance, KAPLAN, 2015
- ADA2, KAPLAN, 2013
- Professional Diploma in Stockbroking, Stockbrokers and Financial Advisers Association, 2011
- Bachelor of Commerce, The University of Melbourne, 2003