Mirko Cugura profile photo

Mirko Cugura

Innate Wealth Pty Ltd

Gold
23 Yrs Experience
Keilor, VIC 3036
Director of Innate Financial Services Group. Providing advice in all areas of wealth management.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Econometrics
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Innate Wealth Pty Ltd

Offices 9-12, Arabin Plaza, 19-23 Arabin Street
Keilor, VIC 3036

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Innate Wealth Pty Ltd

AFSL 229242

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Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
La Trobe University
Completed
1993

Graduate Diploma of Econometrics

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
La Trobe University
Completed
2001

Certified Investment Management Analyst (CIMA)

Level
0 - Training / Exam / Other
Institution
Investment Management Consultants Association (IMCA)
Completed
2013

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
1992

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Services Institute of Australasia (FINSIA)

Membership type
SMSF Specialist Advisor

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Investment Management Consultants Association (IMCA)

Membership type
Member

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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