Financial Adviser · BRISBANE CITY, QLD

Marion Susanne Stanevich

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001000926

Marion Susanne Stanevich is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. Marion is currently authorised under Bridges Financial Services Pty Limited. Marion 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Marion 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 Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Self Managed Superannuation Funds

Tribeca Learning (Aust) Pty Ltd

2007

Diploma of Financial Services (Financial Planning) FNS50804

Tribeca Learning (Aust) Pty Ltd

2010

Margin Lending and Geared Investments

Kaplan Education Pty Ltd

2011

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited

Aug 2019 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Bendigo Financial Planning Limited

Jan 2009 - Jul 2019 Ceased

Source: ASIC Financial Advisers Register