Suzi Tripkovic
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Suzana Tripkovic is an ASIC-registered financial adviser dedicated to helping clients in Wollongong and beyond achieve their financial goals. With a strong foundation built upon a Certificate IV in Accounting, a Diploma of Financial Planning, and a Bachelor of Commerce (Finance), Suzana brings a wealth of knowledge and experience to every client interaction. Her commitment to ongoing professional development is evident through her completion of specialist training such as The Strategic Advice Steps for Aged Care and FPC002B Ethics and Professionalism in Financial Advice. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Suzana adheres to the highest ethical standards and maintains a commitment to providing sound, reliable advice. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Suzana can provide guidance on a wide array of financial matters, and some key services include: • Superannuation advice, helping you plan for a comfortable retirement. • Insurance solutions, protecting you and your family from unforeseen events. • Wealth management strategies, growing and preserving your assets. • Investment advice, navigating the complexities of securities and government debt. • Aged Care Financial Strategies Ready to take control of your financial future? Contact Suzana today to schedule a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Suzana Tripkovic offer?
Suzana Tripkovic provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. She can help you with retirement planning, investment strategies, and protecting your assets.
What qualifications does Suzana Tripkovic have?
Suzana holds a Certificate IV in Accounting, a Diploma of Financial Planning, and a Bachelor of Commerce (Finance). She has also completed specialist training in aged care advice and ethics in financial advice.
What is the process of working with Suzana Tripkovic?
The process typically starts with an initial consultation to understand your financial goals and current situation. Suzana will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your objectives.
How does Suzana Tripkovic stay up-to-date with changes in the financial industry?
As a member of the Stockbrokers and Investment Advisers Association (SIAA) and through ongoing professional development, Suzana remains informed about the latest industry trends, regulations, and best practices. She is committed to providing her clients with the most current and relevant advice.
What can I expect from my first meeting with Suzana Tripkovic?
In your first meeting, Suzana will take the time to understand your financial situation, goals, and risk tolerance. This meeting is an opportunity for you to ask questions and determine if her services are a good fit for your needs. You can expect a comfortable and informative discussion.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.