Linda Karlic – Financial Adviser

Adviser identifying number: 1253561
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: JASPER PARTNERS FINANCIAL SERVICES PTY LTD
Licence number: 488744
Licensee’s ABN:
Licence controlled by: Tooronga Investment Group Pty Ltd

The date the Financial Adviser commenced the appointment: 05/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JASPER PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 488744
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – La Trobe University
  • Diploma of Financial Planning – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Linda Karlic is authorised to provide advices on following products:

  • Superannuation / Self-Managed Superannuation Fund
  • Superannuation / A person’s existing holding in a superannuation product
  • Class of Product Advice – Securities
  • Class of Product Advice – Simple Managed Investment schemes
  • Class of Product Advice – Life risk insurance products
  • Class of Product Advice – Superannuation