Marijana Ravlich

Life Financial Planners Pty Ltd

Gold
20 Yrs Experience
West Perth, WA 6005

Recent reviews

Life Financial Planners Pty Ltd

Level 12, 643 Murray Street
West Perth, WA 6005

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 14
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Life Financial Planners Pty Ltd

AFSL 296182

4.80
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Ray and I are extremely happy with the level of on going service we receive"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marijana and the team at LIFE have provided expert industry advice including loan products, superannuation and income protection. Marijana always explains things in a clear and helpful way, and through her experience and knowledge I feel very confident the advice given is right for our ever-changing needs. We always receive Marijana and Mei’s full care and attention when needed, and cannot recommend them highly enough!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marijana has given us advice in managing our super fund and explains things to us in a clear way , she is always very helpful as all her team is as well .I would recommend her to any friends or anyone looking for a financial advisor."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Marijana takes time to explain the situation related to my needs. She has assisted me with my transition to retirement and managing my debt. I feel confident that she is working with my best interests in mind. If I have any issues, I feel comfortable to contact her and speak to her. She makes herself available in a timely manner."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Marijana has given me advice in areas including Superannuation, retirement and tax strategies. Marijana was usually able to explain things to me in a clear way. Through Marijana's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Marijana's full care and attention when I needed it.'"

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Marijana has supported us through the transition process from full time work to part time work and then into retirement. Marijana and Mei have always been available to us over the phone when we have been unsure of the process and need to check things, and to discuss issues in our regular review meetings. We have had a seamless move into retirement and it is truly comforting to know that there are these two lovely ladies looking after us and ensuring we have a happy and financially secure future. Thanks to all the staff at Life Financial Planners Pty Ltd."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached Marijana to help manage my financial affairs after my husband died. She advised me on income protection and life insurance, reducing my home loan and managing my superannuation. Marijana always takes the time to explain things clearly, considering my personal circumstances. I have peace of mind knowing that her advice is ensuring financial security for me and my family."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Marijana years now and they have been nothing but professional, caring and informative. We first came in knowing little about investments and now have sound knowledge of where our position is financially. We are still continuously learning. Marijana is always happy to answer all of our questions and kept the process worry-free for us. We always look forward to seeing the team every year for our review."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marijana has given us advice in many areas including superannuation, personal insurance and investment for well over 15 years. We have always been confident in Her knowledge and experience and is always able to explain things in a clear and simple manner. We went through a tough time a few years back and Marijana was there every step of the way to assist us in any way needed. We have no hesitation in recommending Marijana to anyone needing Financial Planning."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've had excellent ongoing financial advice from Marijana for many years, for income insurance, and superannuation planning."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2013

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1998

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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