Financial Adviser
· SYDNEY, NSW
Sonia Matkovic
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332435
Sonia Matkovic is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Sonia is currently authorised under Finchley & Kent Pty Ltd. Sonia 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 Advanced Diploma of Financial Planning from International Institute of Technology.
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
2006
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments
Kaplan Professinal
2012
Certificate IV in Financial Services (Finance/Mortgage Broking)
International Institute of Technology
2012
Self Managed Super Fund
International Institute of Technology
2013
Advanced Diploma of Financial Planning
International Institute of Technology
Registration History
Securities excludes direct equities advice
RV WEALTH PTY LTD
Source: ASIC Financial Advisers Register