Visnja Raznjevic

Freedom Finance Australia Wealth Pty Ltd

Gold
17 Yrs Experience
Sydney, NSW 2000
I focus on the achievement of my client’s personal goals. My team and I spend a lot of time making sure we get it right and we peer-review all our advice. I believe Your Plan is an ongoing work in progress and must change when you change in order to maintain its usefulness and relevance.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 12
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Freedom Finance Australia Wealth Pty Ltd

Ground Floor, 201 Kent St
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Wealth Trail Pty Ltd

AFSL 521516

4.85
12 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
4.85
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.25

"Visnja has good knowledge in the areas of Super and retirement strategies and has helped me to feel comfortable in my financial position coming up to retirement."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We can only speak highly of Visnja's personal approach and professional service for which we are satisfied and grateful,we could not wish for a better adviser"

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

"We have been working with Visnja now since 2011 and have been totally satisfied with the advice and help she has provided. She is very knowledgeable about financial planning and matters relating to superannuation which are our main concerns. Her friendly nature makes us feel relaxed when meeting and we have no hesitation is asking questions which are readily answered. She's tops!"

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We feel comfortable discussing our goals with Visnja and appreciate how she relates to us. The relationship puts us at ease so that we can get on with our life."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Visnja is very knowledgeable about super and transitioning to retirement. Her happy personality makes you feel very welcome."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very pleased with Visnja's advice and satisfied with the strategy taken which continues to meet our financial needs in retirement. Stephen & Paula"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Visnja has helped us over many years in transitioning to retirement, coping with an unexpected retirement, and advising us of our investment options. We value her advice very highly. Visnja keeps us updated on a monthly basis with the newsletter, and is always available to reply to our queries."

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

"We rate Visnja very highly with great knowledge of her products and a good sense of humour. Visnja is quick to reply to àny queries."

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

"Visjna has always provided sound advice relating to my retirement income options and I am happy with the progress we continue to make."

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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