Financial Adviser
· HAMPTON, VIC
Neva Varnik
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001070
Neva Varnik is a financial adviser based in Hampton, Victoria, with 18 years of experience in the financial services industry since 2008. Neva is currently authorised under Sgn Financial, operating through The Wealth Mentoring Group. Neva holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neva's qualifications include a Bachelor of Business (Accountancy) from RMIT University. Neva is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2001
Bachelor of Business (Accountancy)
RMIT University
2006
Diploma of Financial Planning
FINSIA
2006
Graduate Diploma (ICAA)
The Institute of Chartered Accountants
2011
DPML Margin Lending
Pinnacle Financial Services Academy
2017
Self Managed Superannuation Funds
Kaplan Professional Education
2019
Accredited Listed Product Adviser Program
Kaplan Higher Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education