Susannah Sonja Kulincevic – Financial Adviser

Adviser identifying number: 1003397
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence number: 464629
Licensee’s ABN: 61601365904
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR ESSKAY FAMILY TRUST & THE TRUSTEE FOR THE DEEBEE FAMILY TRUST
Authorised Representative identifying number: 353383
Authorised Representative’s ABN: 24391135357

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: Diploma of Financial Planning – RG146

Relevant memberships of professional bodies or industry associations: Independent Financial Advisers Association of Australia (IFAAA)

Susannah Sonja Kulincevic is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility