Financial Adviser
· NORWEST, NSW
Emily Ugarkovic
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308022
Emily Ugarkovic is a financial adviser based in Norwest, New South Wales, with 2 years of experience in the financial services industry. Emily is currently authorised under Northhaven Financial Management Pty Limited. Emily 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 Bachelor of Commerce from Notre Dame.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
Notre Dame
2022
Grapduate Diploma of Financial Planning
Kaplan