Data sourced from ASIC Financial Advisers Register
Financial Adviser · SUBIACO, WA

Zorica Popovska

16 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001003481

Zorica Popovska is a financial adviser based in Subiaco, Western Australia, with 16 years of experience in the financial services industry. Zorica is currently authorised under Capstone Financial Planning Pty Ltd. Zorica 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 Bachelor of Commerce from University of Western Australia. Zorica 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2002
Introduction to Law 104
University of Western Australia
2004
Taxation 331
University of Western Australia
2005
Bachelor of Commerce
University of Western Australia
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Feb 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Aia Financial Services Pty Limited
Dec 2021 - Jan 2022 Ceased
Commonwealth Financial Planning Limited
Sep 2020 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities, and Standard Margin Lending
Commonwealth Financial Planning Limited
May 2018 - Oct 2019 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Australia And New Zealand Banking Group Limited
May 2017 - Apr 2018 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Australia And New Zealand Banking Group Limited
May 2010 - Jul 2016 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register