Sonia Matkovic
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332435
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 18 September 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2006); Margin Lending & Geared Investments, Kaplan Professinal (2010); Certificate IV in Financial Services (Finance/Mortgage Broking), International Institute of Technology (2012); Self Managed Super Fund, International Institute of Technology (2012); Advanced Diploma of Financial Planning, International Institute of Technology (2013)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonia Matkovic
On the Financial Advisers Register kept by ASIC, Sonia Matkovic appears as a current financial adviser in Sydney, New South Wales, adviser number 000332435.
The licensee Sonia advises under is Finchley & Kent Pty Ltd (AFS licence 555169). That authorisation dates from 18 September 2024.
According to the register, Sonia first provided financial advice in 2008. The qualifications listed for Sonia include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2006), Margin Lending & Geared Investments (Kaplan Professinal, 2010) and Certificate IV in Financial Services (Finance/Mortgage Broking) (International Institute of Technology, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sonia Matkovic a registered financial adviser?
Yes. Sonia Matkovic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332435.
Which licensee does Sonia Matkovic work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Sonia Matkovic 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; standard margin lending.