Olivera Ivcovici
JOHNSON PARTNERS INVESTMENT SERVICES TRUST & THE TRUSTEE FOR B & J SHANNAN FAMILY TRUST · Richmond VIC 3121 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001001704
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- JP WEALTH SECURITIES PTY LTD · AFSL 504325Through authorised representative JOHNSON PARTNERS INVESTMENT SERVICES TRUST & THE TRUSTEE FOR B & J SHANNAN FAMILY TRUST (no. 001264444)Since 29 January 2024
- Principal business address
- Richmond VIC 3121
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2024 – presentJP WEALTH SECURITIES PTY LTD · AFSL 504325Through authorised representative JOHNSON PARTNERS INVESTMENT SERVICES TRUST & THE TRUSTEE FOR B & J SHANNAN FAMILY TRUST (no. 001264444)
- CEASEDSep 2023 – Nov 2023UNISUPER MANAGEMENT PTY. LTD. · AFSL 235907
- CEASEDMar 2013 – Sep 2023SELBY WESTHORPE FINANCIAL SOLUTIONS PTY LTD · AFSL 230418
- CEASEDAug 2011 – Feb 2012SECURITOR FINANCIAL GROUP PTY LIMITED · AFSL 240687
- CEASEDApr 2010 – Jul 2011COMMONWEALTH PRIVATE LIMITED · AFSL 314018
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Certified financial planner
Financial Planning Association · 2014 · Professional Designations
ASFA SMSF
Association of Superannuation Funds of Australia · 2007
Advanced Diploma of Financial Planning
Kaplan · 2006 · Advanced Diploma (AQF 6)
Bachelor of Laws / Finance
La Trobe University · 2003 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Olivera Ivcovici claims the profile.
Reviews
Not yet reviewed
No client has reviewed Olivera Ivcovici on Souffle yet.
Contacting Olivera Ivcovici
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
JOHNSON PARTNERS INVESTMENT SERVICES TRUST & THE TRUSTEE FOR B & J SHANNAN FAMILY TRUST
Authorised by JP WEALTH SECURITIES PTY LTD · AFSL 504325
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Olivera Ivcovici claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.