Olivera Ivcovici
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001704
- Location
- Richmond VIC 3121
- Licensee
- JP Wealth Securities Pty Ltd (AFSL 504325)
- Authorised since
- 29 January 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Laws / Finance, La Trobe University (2003); Advanced Diploma of Financial Planning, Kaplan (2006); ASFA SMSF, Association of Superannuation Funds of Australia (2007); Certified financial planner, Financial Planning Association (2014); Ethics and professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Olivera Ivcovici
On the Financial Advisers Register kept by ASIC, Olivera Ivcovici appears as a current financial adviser in Richmond, Victoria, adviser number 001001704.
Olivera provides advice as an authorised representative of JP Wealth Securities Pty Ltd, which holds Australian financial services licence 504325. The current authorisation started on 29 January 2024.
The register records 2004 as the year Olivera first provided financial advice. The qualifications listed for Olivera include Bachelor of Laws / Finance (La Trobe University, 2003), Advanced Diploma of Financial Planning (Kaplan, 2006) and ASFA SMSF (Association of Superannuation Funds of Australia, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Olivera Ivcovici a registered financial adviser?
Yes. Olivera Ivcovici is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001704.
Which licensee does Olivera Ivcovici work under?
JP Wealth Securities Pty Ltd, Australian financial services licence 504325.
What can Olivera Ivcovici give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.