EMILY UGARKOVIC

Financial Adviser · Norwest, NSW

Registered

Registration Number

001308022

Registration Status

Registered

Location

Norwest, NSW 2153

Providing Advice Since

2024

Registration Date

18/11/2024

Financial Services Licensee

NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED

Licence #000245627

📚 Qualifications & Training

2017 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - Notre Dame
2022 - Grapduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.