Financial Adviser · NORWEST, NSW

Emily Ugarkovic

NORWEST, NSW
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001308022
Currently at
Baulkham Hills, NSW (firm address)

About Emily Ugarkovic

Emily Ugarkovic is a financial adviser based in Norwest, New South Wales, with 2 years of experience in the financial services industry since 2024. Emily is currently authorised under Northhaven Financial Management. Emily holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emily's qualifications include a Bachelor of Commerce from Notre Dame.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Commerce
Notre Dame
2022
Grapduate Diploma of Financial Planning
Kaplan

Registration History

Nov 2024 - Present Current
Feb 2024 - Aug 2024 Ceased
Oct 2016 - Aug 2022 Ceased

Source: ASIC Financial Advisers Register