Data sourced from ASIC Financial Advisers Register
Financial Adviser · ENGADINE, NSW

Marieka Perkovic

16 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000339890

Marieka Perkovic is a financial adviser based in Engadine, New South Wales, with 16 years of experience in the financial services industry. Marieka is currently authorised under Akumin Financial Planning Pty Limited. Marieka holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Business (Finance)
Edith Cowan University
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2018
Certificate IV in Finance and Mortgage Broking
Mentor Education Pty Ltd

Registration History

Akumin Financial Planning Pty Limited
May 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Fiducian Financial Services Pty Ltd
Dec 2014 - Apr 2022 Ceased
Count Financial Limited
Aug 2009 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register