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Zorica Popovska

Name
Zorica Popovska
ID
1003481
ABN
First Provided Advice
2010
Restrictions
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Qualifications

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

  • Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional
  • Bachelor of Commerce - The University of Western Australia
  • Diploma of Financial Services (Financial Planning) - Kaplan Professional
  • Ethics and Professionalism in Financial Advice - Kaplan Professional

Memberships

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

  • Financial Planning Association of Australia (FPA)

Licencee

Status
Current
Licence Holder
Capstone Financial Planning Pty ltd (#223135)
Commenced
Feb. 1, 2022

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
Commonwealth Financial Planning Limited (#231139)
Commenced
May 17, 2018
Ceased
Oct. 8, 2019
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
May 24, 2017
Ceased
April 13, 2018
Status
Ceased
Licence Holder
Australia And New Zealand Banking Group Limited (#234527)
Commenced
May 3, 2010
Ceased
July 25, 2016
Status
Ceased
Licence Holder
Aia Financial Services Pty Limited (#231109)
Commenced
Dec. 1, 2021
Ceased
Jan. 31, 2022
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Sept. 17, 2020
Ceased
Nov. 30, 2021