Suzana Mesic
Financial Adviser in Newtown, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004129
- Location
- Newtown VIC 3220
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 11 August 2020
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Suzana Mesic
Suzana Mesic is a financial adviser in Newtown, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001004129.
Suzana provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 11 August 2020.
The register records 2008 as the year Suzana first provided financial advice. The qualifications listed for Suzana include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016) and FPC001B Economic & Legal Context for Financial Planning (Kaplan Higher Education Pty Limited, 2021).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Suzana Mesic a registered financial adviser?
Yes. Suzana Mesic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004129.
Which licensee does Suzana Mesic work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Suzana Mesic 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."