Svetlana Curmi (née Jovanovic) CFP®

Certified Financial Planner & Mortgage Broker at Sterling Planners
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Contact Information
us****@****om
(386) 825-5501
Location
AU
Skills

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Experience

  • Sterling Planners
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner & Mortgage Broker
      • Nov 2021 - Present
  • Talbots Financial Services Pty Ltd
    • Australia
    • Investment Management
    • Certified Financial Planner
      • Apr 2014 - Nov 2021

      Provide financial advice in a range of different areas including; • Wealth accumulation • Income and asset protection • Tax strategies • Superannuation • Retirement and redundancy planning • Estate planning • Government benefits • Debt management • Credit assistance Provide financial advice in a range of different areas including; • Wealth accumulation • Income and asset protection • Tax strategies • Superannuation • Retirement and redundancy planning • Estate planning • Government benefits • Debt management • Credit assistance

  • MLC Advice - Parramatta
    • Financial Adviser & Practice Manager
      • Jul 2012 - Apr 2014
  • WallissOrr Financial Freedom (AMP FP)
    • Financial Adviser
      • Nov 2011 - Apr 2012
  • RDCA Financial Services (AMP FP)
    • Financial Planner
      • Apr 2007 - Nov 2011

Education

  • Deakin University
    Certified Financial Planner, Financial Planning and Services
    2010 - 2012
  • Intellitrain
    Diploma of Financial Services (Finance/Mortgage Broking Management), Finance and Mortgage Broking
    2011 - 2011
  • Kaplan Professional
    Advanced Diploma of Financial Services (Financial Planning), Financial Planning and Services
    2008 - 2009
  • AMP Financial Planning
    Diploma of Financial Services (Financial Planning), Financial Planning and Services
    2007 - 2007
  • University of Western Sydney
    Bachelor of Business (Management), Business Management
    2003 - 2006

Community

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