Financial Adviser · NEWTOWN, VIC

Suzana Mesic

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004129

Suzana Mesic is a financial adviser based in Newtown, Victoria, with 18 years of experience in the financial services industry. Suzana is currently authorised under Akumin Financial Planning Pty Limited. Suzana 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2016

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Aug 2020 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Dec 2008 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register