Marijan Simunic
Financial Adviser in Melbourne, Victoria, Australia
Review Marijan Simunic
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000259314
- Location
- Melbourne VIC 3000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, Monash University (1997); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (2001); Graduate Diploma in Financial Planning, Securities Institute Australia (2004)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Marijan Simunic
Marijan Simunic is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000259314).
Marijan provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 10 March 2004.
The register records 2000 as the year Marijan first provided financial advice. The qualifications listed for Marijan include Bachelor of Commerce (Monash University, 1997), Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 2001) and Graduate Diploma in Financial Planning (Securities Institute Australia, 2004). Professional memberships recorded: Stockbrokers and Investment Advisers Association (SIAA).
Marijan is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Marijan Simunic here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Marijan Simunic a registered financial adviser?
Yes. Marijan Simunic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259314.
Which licensee does Marijan Simunic work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Marijan Simunic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.