Dusica Saric
Financial Adviser
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About
Dusica Saric is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a robust educational background, including a Diploma of Business Studies, a Graduate Certificate and Diploma in Applied Finance, a Graduate Diploma and Master of Financial Planning, and specialist SMSF qualifications from the University of Adelaide, Dusica possesses a deep understanding of the financial landscape. Dusica is also an ALPA Accredited Listed Product Adviser and a proud member of the Financial Advice Association of Australia (FAAA). Her qualifications and memberships reflect her commitment to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a wide range of financial products, Dusica can assist you with: • Superannuation advice • Insurance solutions • Comprehensive wealth management strategies • Investment Life Insurance • Life Risk Insurance • Securities • Government Debt Securities Key services offered include: • Retirement planning • Investment strategies • Superannuation optimisation • Risk management and insurance • SMSF advice Ready to take control of your financial future? Contact Dusica today to schedule a consultation and discover how her expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Dusica Saric offer?
Dusica Saric provides advice on a comprehensive range of financial products including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. She specialises in retirement planning, investment strategies, superannuation optimisation, risk management, and SMSF advice.
What qualifications does Dusica Saric hold?
Dusica holds a Diploma of Business Studies, Certificate III in Financial Services (General Insurance), Diploma of Financial Services (Financial Planning), Graduate Certificate in Applied Finance, Graduate Diploma in Financial Planning, Master of Financial Planning, SuperConcepts and ICFS Specialist SMSF certification, and ALPA Accreditation.
What can I expect during my first meeting with Dusica Saric?
During your initial consultation, Dusica will take the time to understand your current financial situation, your goals, and your risk tolerance. She'll explain her advisory process, answer any questions you may have, and discuss how she can help you achieve your financial objectives. Expect a collaborative and informative discussion.
How does Dusica Saric tailor her financial advice to individual client needs?
Dusica understands that every client's financial situation is unique. She takes a personalised approach, carefully assessing your specific circumstances, goals, and risk tolerance to develop a tailored financial strategy that meets your individual needs and helps you achieve your financial aspirations.
Why should I choose Dusica Saric as my financial adviser?
Dusica's extensive qualifications, specialist knowledge, commitment to ongoing professional development, and membership with the FAAA demonstrate her commitment to providing high-quality, ethical financial advice. Her personalised approach and comprehensive service offering ensure you receive the support and guidance you need to achieve your financial goals.
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