Financial Adviser
· ALBURY, NSW
Lucija Emina Saric
No disciplinary history on record with ASIC
ALBURY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280305
Lucija Emina Saric is a financial adviser based in Albury, New South Wales, with 22 years of experience in the financial services industry since 2004. Lucija is currently authorised under Count Financial Limited, operating through Count Financial. Lucija holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lucija's qualifications include a Bachelor of Information Technology from Charles Sturt University. Lucija 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Information Technology
Charles Sturt University
2009
Advanced Diploma of Financial Planning
Kaplan Professional
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Margin Lending
Pinnacle Financial Services Academy
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register