Financial Adviser · COBURG, VIC

Sonia Emma Turkovic

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000313205

Sonia Emma Turkovic is a financial adviser based in Coburg, Victoria, with 34 years of experience in the financial services industry. Sonia is currently authorised under Count Financial Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Sonia 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Certificate in Applied Self-Managed Super Fund Advice
Tower Trust
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Feb 2021 - Present Current
Jul 2015 - Feb 2021 Ceased
WEALTH MANAGERS PTY LTD
May 2007 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register