Suzana Tripkovic
Financial Adviser in Wollongong, New South Wales, Australia
Review Suzana Tripkovic
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 number000327482
- Location
- Wollongong NSW 2500
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 4 July 2008
- First provided advice
- 2000
- Qualifications
- Certificate IV in Accounting, TAFE NSW (1998); Diploma of Financial Planning, Deakin University (2005); Bachelor of Commerce (Finance), University of Wollongong (2010); The Strategic Advice Steps for Aged Care, Aged Care Steps (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Suzana Tripkovic
On the Financial Advisers Register kept by ASIC, Suzana Tripkovic appears as a current financial adviser in Wollongong, New South Wales, adviser number 000327482.
Suzana provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 4 July 2008.
The register records 2000 as the year Suzana first provided financial advice. The qualifications listed for Suzana include Certificate IV in Accounting (TAFE NSW, 1998), Diploma of Financial Planning (Deakin University, 2005) and Bachelor of Commerce (Finance) (University of Wollongong, 2010). Suzana is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
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.
Reviews
Nobody has reviewed Suzana Tripkovic here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Suzana Tripkovic a registered financial adviser?
Yes. Suzana Tripkovic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327482.
Which licensee does Suzana Tripkovic work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Suzana Tripkovic 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; standard margin lending; managed discretionary account services.