Sonia Matkovic

Name
Sonia Matkovic
ID
332435
ABN
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Planning - International Institute of Technology
  • Certificate IV in Financial Services (Finance/Mortgage Broking) - International Institute of Technology
  • Diploma of Financial Services (Financial Planning) - Kaplan Professional
  • Margin Lending & Geared Investments - Kaplan Professinal
  • Self Managed Super Fund - International Institute of Technology

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Ark Total Wealth Pty Ltd (#239445)
Commenced
Jan. 14, 2019
Ceased
July 30, 2020
Status
Ceased
Licence Holder
Havana Financial Services Pty Ltd (#500435)
Commenced
March 6, 2023
Ceased
March 15, 2024
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
July 31, 2020
Ceased
Nov. 18, 2022
Status
Current
Licence Holder
Havana Financial Services Pty ltd (#500435)
Commenced
March 16, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Macquarie Equities Limited (#237504)
Commenced
Aug. 22, 2016
Ceased
May 17, 2018
Status
Ceased
Licence Holder
RV Wealth Pty Ltd (#314113)
Commenced
Nov. 25, 2008
Ceased
Aug. 1, 2016