fbpx
Marieka Perkovic

Fiducian Financial Services
Marieka Perkovic

Sydney CBD, NSW

About

About Fiducian Financial Services

 

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

 

For an initial complimentary consultation with Marieka Perkovic, please click on “Make An Appointment” above, or contact us directly.

 

Our Services

 

Marieka is a Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

 

  • – Deposit and Payment Products – Non-basic Deposit Products;
  • – Government Debentures, Stocks or Bonds;
  • – Investment Life Insurance Products;
  • – Life Risk Insurance Products;
  • – Managed Investment Schemes, including IDPS;
  • – MDA Services;
  • – Retirement Savings Account Products;
  • – Securities;
  • – Superannuation;
  • – Self Managed Superannuation Funds;
  • – A person’s existing holding in a Superannuation product;
  • – Standard Margin Lending Facility.

Profile

About Marieka Perkovic

 

Marieka Perkovic is a Certified Financial Planner (CFP), which is the highest professional credential for a Financial Planner. To be awarded the CFP designation, Marieka has had to demonstrate a commitment to high standards of ethical behaviour and professional practice, as well as the attainment of professional qualifications. Her academic qualifications include a Graduate Diploma of Financial Planning and Bachelor of Business Degree. She is also a member of the Financial Planning Association of Australia (FPA).

 

Marieka started her career in financial services in 2008, initially working for a financial planning firm in Perth. She moved to Sydney in 2010 and continued to build on her knowledge and expertise while working with individuals and helping them in achieving their financial goals and objectives.

 

Marieka believes in empowering her clients with the knowledge and solutions to help them achieve the financial freedom and lifestyle they deserve.

 

As a Representative of Fiducian Financial Services, Marieka is committed and eager to provide her clients with a high level of service in a professional manner including strategies to cover wealth creation, pre-retirement and retirement advice, maximising Centrelink benefits and tax efficiencies in retirement.

 

Marieka has passed the FASEA Adviser Exam as required under the Corporations Act 2017.

Testimonials

What clients are saying

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

Make an Appointment

  • This field is for validation purposes and should be left unchanged.
FIND A FIDUCIAN FINANCIAL PLANNER NEAR YOU
Top