Mirko Cugura - Director and Wealth Coach
Mirko's story
Mirko commenced his career across various industries including Academia, Sports Management and IT, before landing in the area of financial services some 20 years ago. He joined the business in 2000 and became an equity partner in 2004.
In his role as Chief Investment Officer Mirko oversees the implementation of the company investment philosophy, ensuring that this philosophy is the key building block of how we run money at Innate.
Mirko has been twice acknowledged amongst Australia’s Top Fifty Financial Planners in the Australian Financial Review Smart Investor Magazine and has twice been a finalist in the category of Investment Adviser of the Year for the IFA Excellence Awards. Mirko is a board member of the CIMA Society of Australia, a professional community for Certified Investment Management Analysts in Australia and New Zealand.
My passion is to ensure we are able to make a significant difference to the lives of people we work with by ensuring we truly understand what is important to them. Everyone should judge themselves by whether they have made a difference. That’s what defines success for me.
Who Mirko works with
People and businesses that value advice.
Qualifications
- Bachelor of Economics – La Trobe University
- Graduate Diploma of Econometrics – La Trove University
- Graduate Diploma of Financial Planning – Securities Institute
- CIMA® - Certified Investment Management Analyst
- CFP® - Certified Financial Planner
- SSATM - SMSF Specialist Advisor
- Certificate IV in Finance and Mortgage Broking
- Fellow FINSIA
- FBAA Associate Membership
Hobbies and Community Involvement
Soup Vans - St Vincent de Paul Society Victoria
I have the privilege of being able to work with a team of amazing volunteers offering a friendly face and meal to the Collingwood and Richmond Communities.
Pro Bono Financial Advice Network
Part of an industry group that is able to provide pro bono advice to Australians in times of financial hardship, specifically personal health crisis.
Hobbies
Runner, skier, Over 45’s footballer (round ball kind), keen traveler, massive tennis fan and self- proclaimed foodie.
Love numbers (nickname Stats), Love my family and Love life. Keen thirst for education (never stop learning).
