Marijan Simunic
Financial Adviser
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About
Marijan Simunic is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a solid educational foundation including a Bachelor of Commerce from Monash University (1997), a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (2001), and a Graduate Diploma in Financial Planning from the Securities Institute Australia (2004), Marijan possesses a deep understanding of the financial landscape. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest professional standards. Marijan is authorised to provide advice on a comprehensive range of financial products, ensuring clients receive well-rounded guidance in key areas. This includes superannuation advice to optimise retirement savings, wealth management strategies to grow and protect assets, securities to diversify investment portfolios, derivatives for sophisticated investment strategies, and government debt securities for stable investment options. Key services offered: • Superannuation advice • Wealth management • Investment strategies • Securities and derivatives trading • Government debt securities advice Ready to take control of your financial future? Contact Marijan today to arrange a consultation and discover how personalised financial advice can help you achieve your objectives.
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Frequently Asked Questions
What types of financial advice does Marijan Simunic offer?
Marijan specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He provides tailored strategies to help clients achieve their financial goals.
What are Marijan Simunic's qualifications?
Marijan holds a Bachelor of Commerce from Monash University, a Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning, both from the Securities Institute of Australia. He is also a member of the Stockbrokers and Investment Advisers Association.
What is the process for becoming a client of Marijan?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Marijan will then develop a personalised financial plan tailored to your specific needs. Regular reviews will be conducted to ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Marijan help me?
Wealth management advice from Marijan focuses on growing and protecting your assets through strategic investment planning, diversification, and risk management. The goal is to help you build long-term financial security.
What can I expect from a consultation with Marijan Simunic?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and concerns. Marijan will explain his approach to financial planning and answer any questions you may have, ensuring you feel comfortable and informed.
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