Zorica Popovska
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003481
- Location
- Subiaco WA 6008
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 February 2022
- First provided advice
- 2010
- Qualifications
- Introduction to Law 104, University of Western Australia (2002); Taxation 331, University of Western Australia (2004); Bachelor of Commerce, University of Western Australia (2005); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Zorica Popovska
On the Financial Advisers Register kept by ASIC, Zorica Popovska appears as a current financial adviser in Subiaco, Western Australia, adviser number 001003481.
Zorica provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 1 February 2022.
According to the register, Zorica first provided financial advice in 2010. The qualifications listed for Zorica include Introduction to Law 104 (University of Western Australia, 2002), Taxation 331 (University of Western Australia, 2004) and Bachelor of Commerce (University of Western Australia, 2005). Zorica is recorded as a member of 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.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Zorica Popovska a registered financial adviser?
Yes. Zorica Popovska is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003481.
Which licensee does Zorica Popovska work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Zorica Popovska 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."