Financial Adviser
· RICHMOND, VIC
Olivera Ivcovici
No disciplinary history on record with ASIC
RICHMOND,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001704
Currently at
Richmond, VIC (firm address)
Olivera Ivcovici is a financial adviser based in Richmond, Victoria, with 22 years of experience in the financial services industry since 2004. Olivera is currently authorised under Jp Wealth Securities, operating through Johnson Partners Investment Services Trust & The Trustee For B & J Shannan Family Trust. Olivera holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Olivera's qualifications include a Certified financial planner from Financial Planning Association. Olivera is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Laws / Finance
La Trobe University
2006
Advanced Diploma of Financial Planning
Kaplan
2007
ASFA SMSF
Association of Superannuation Funds of Australia
2014
Certified financial planner
Financial Planning Association
2020
Ethics and professionalism in Financial Advice
Ethics - Kaplan Professional