Ivica Kulas
Financial Adviser
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About
Ivica Kulas is an ASIC-registered financial adviser based in Rose Park, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Ivica holds a Bachelor of Economics from The University of Adelaide (2000), a Diploma of Financial Planning from FPA (2003), completed the 5 unit CFP Certification Program from the Financial Advice Association of Australia Limited (2005), and a Master of Financial Planning from Kaplan Higher Education Pty Limited (2023). He is also a proud member of the Financial Advice Association of Australia (FAAA). Ivica is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. This allows him to offer integrated solutions that address your specific needs and aspirations. Whether you are planning for retirement, seeking to protect your assets, or aiming to grow your wealth, Ivica provides the expertise and guidance you require. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Take the first step towards securing your financial future. Contact Ivica today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Ivica Kulas offer?
Ivica Kulas provides advice on superannuation, insurance, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your individual financial needs.
What are Ivica Kulas's qualifications?
Ivica holds a Bachelor of Economics from The University of Adelaide, a Diploma of Financial Planning from FPA, completed the 5 unit CFP Certification Program from the Financial Advice Association of Australia Limited, and a Master of Financial Planning from Kaplan Higher Education Pty Limited. He is also a member of the FAAA.
What is the process of working with Ivica Kulas?
The process typically starts with an initial consultation to understand your financial situation and goals. Ivica will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing reviews and adjustments as needed.
How can retirement planning advice from Ivica Kulas benefit me?
Retirement planning advice from Ivica can help you create a roadmap for a comfortable retirement, optimize your superannuation, manage your investments, and navigate complex retirement income strategies.
What can I expect during my first meeting with Ivica Kulas?
During your first meeting, you can expect a comprehensive discussion about your financial goals, current situation, and any concerns you may have. Ivica will explain his approach and how he can help you achieve your financial objectives.
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