Financial Adviser · PHILLIP, ACT

Susannah Sonja Kulincevic

PHILLIP, ACT
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003397

Susannah Sonja Kulincevic is a financial adviser based in Phillip, Australian Capital Territory, with 12 years of experience in the financial services industry since 2014. Susannah is currently authorised under Independent Financial Advisers Australia, operating through The Trustee For Esskay Family Trust & The Trustee For The Deebee Family Trust. Susannah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susannah's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Susannah is a member of Profession of Independent Financial Advisers (PIFA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Planning
RG146
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Source: ASIC Financial Advisers Register