Emily Ugarkovic
Financial Adviser
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About
Emily Ugarkovic is an ASIC-registered financial adviser dedicated to helping individuals and families in Norwest, NSW, achieve their financial goals. With a Bachelor of Commerce from Notre Dame (2017) and a Graduate Diploma of Financial Planning from Kaplan (2022), Emily possesses a strong foundation in financial principles and planning strategies. Emily is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. She specialises in superannuation advice, insurance solutions, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to grow your nest egg • Insurance to safeguard your family and assets • Retirement planning for a comfortable future • Investment strategies for long-term wealth • Personalised financial roadmaps tailored to your goals Ready to take control of your financial future? Contact Emily today to schedule a consultation and discover how she can help you achieve your dreams.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Emily Ugarkovic offer?
Emily specializes in superannuation advice, insurance, and retirement planning. She also provides guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Emily have to be a financial advisor?
Emily holds a Bachelor of Commerce from Notre Dame (2017) and a Graduate Diploma of Financial Planning from Kaplan (2022). This comprehensive education ensures she has the knowledge and skills to provide sound financial advice.
What can I expect during my first meeting with Emily?
During your initial consultation, Emily will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan to help you achieve your objectives.
How can Emily help me with retirement planning?
Emily can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and investment strategy. She can also help you navigate the complexities of superannuation and other retirement savings vehicles.
What is Emily Ugarkovic's approach to financial planning?
Emily takes a client-centered approach to financial planning, prioritizing your individual needs and goals. She believes in building long-term relationships based on trust and transparency, providing ongoing support and guidance as your circumstances evolve.
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