Jelena Koncar
SHAW AND PARTNERS LIMITED · Sydney NSW 2000 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001234450
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SHAW AND PARTNERS LIMITED · AFSL 236048Since 25 July 2022
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Miscellaneous financial investment products
- Miscellaneous investment products — MDA services
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2022 – presentSHAW AND PARTNERS LIMITED · AFSL 236048
- CEASEDOct 2018 – Jul 2022WILSONS ADVISORY AND STOCKBROKING LIMITED · AFSL 238375
- CEASEDJul 2015 – Sep 2018BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Ltd · 2025 · Bridging Course - Ethics
Margin Lending Accreditation Program
Kaplan Higher Education Pty Ltd · 2023 · Certificate (AQF 1-4)
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology · 2015 · Bachelor Degree (AQF 7)
Self Managed Superannation Funds
Kaplan Higher Education Pty Ltd · 2013 · Certificate (AQF 1-4)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jelena Koncar claims the profile.
Reviews
Not yet reviewed
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Contacting Jelena Koncar
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SHAW AND PARTNERS LIMITED · AFSL 236048
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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