Marijana Ravlich
Financial Adviser
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About
Marijana Ravlich is an ASIC-registered financial adviser based in West Perth, WA, committed to providing tailored financial solutions to help clients achieve their financial goals. With a Bachelor of Business (Management) from Edith Cowan University (1998) and a Graduate Diploma of Financial Planning from the Securities Institute of Australia (2004), Marijana possesses a strong educational foundation. Further enhancing her expertise, she completed the SMSF Specialist Accreditation Program with the SMSF Association in 2013 and FPC002B Ethics and Professionalism in Financial Advice with Kaplan in 2019. Marijana is an active member of the Association of Independently Owned Financial Professionals (AIOFP), FINSIA, and the SMSF Association, demonstrating her commitment to upholding the highest professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Marijana's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require guidance on superannuation and insurance, Marijana is here to help. Contact Marijana today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Marijana Ravlich offer?
Marijana Ravlich provides advice on superannuation, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications and memberships does Marijana Ravlich hold?
Marijana holds a Bachelor of Business (Management), a Graduate Diploma of Financial Planning, and SMSF Specialist Accreditation. She is a member of the Association of Independently Owned Financial Professionals (AIOFP), FINSIA, and the SMSF Association.
What is the process for becoming a client of Marijana Ravlich?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Marijana will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.
How can wealth management advice from Marijana Ravlich benefit me?
Wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your financial goals. Marijana will work with you to develop a personalized investment strategy, manage risk, and optimize your financial resources.
What should I expect during my first meeting with Marijana Ravlich?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Marijana will listen carefully and ask questions to gain a thorough understanding of your needs. She will then explain how she can help you achieve your financial objectives.
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