Financial Adviser
· CAMBERWELL, VIC
Rikki Juzwin
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235156
Rikki Juzwin is a financial adviser based in Camberwell, Victoria, with 11 years of experience in the financial services industry. Rikki is currently authorised under Viridian Advisory Pty Ltd. Rikki 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 Advice Association of Australia Limited. Rikki 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
2013
Bachelor of Business
La Trobe University
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2023
Certified Financial Planner
Financial Advice Association of Australia Limited
2024
Aged Care
Kaplan Education Pty Ltd
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register