Sasha Topolcsanyi
Financial Adviser
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About
Sasha Topolcsanyi is an ASIC-registered financial adviser based in Doncaster, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Sasha holds a Bachelor of Business (Economics and Finance) from RMIT University (2005) and a Diploma of Financial Planning from Tribeca (2006). Furthering her expertise, she completed studies in Margin Lending and Geared Investments, Self Managed Superannuation Funds (both Kaplan Professional, 2010), and the Accredited Listed Product Adviser Program (ALPA) with Kaplan Professional in 2016. As a member of the Financial Advice Association of Australia (FAAA), Sasha adheres to the highest professional standards. Sasha is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Sasha can provide expert advice and support. Contact Sasha today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Sasha Topolcsanyi offer?
Sasha Topolcsanyi provides advice on a range of financial areas, including superannuation, retirement planning, wealth management, and insurance. She is authorized to advise on various financial products such as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Sasha Topolcsanyi's qualifications?
Sasha holds a Bachelor of Business (Economics and Finance) from RMIT University and a Diploma of Financial Planning from Tribeca. She has also completed studies in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and the Accredited Listed Product Adviser Program (ALPA) with Kaplan Professional.
What can I expect during my first consultation with Sasha?
During your initial consultation with Sasha, you can expect a comprehensive discussion about your financial goals, current situation, and risk tolerance. Sasha will use this information to develop a tailored financial plan that meets your specific needs and objectives.
How does Sasha stay up-to-date with the latest financial regulations and industry trends?
As a member of the Financial Advice Association of Australia (FAAA), Sasha is committed to ongoing professional development. She regularly attends industry conferences, completes continuing education courses, and stays informed about changes in financial regulations and market trends.
What is Sasha's approach to financial planning?
Sasha's approach is client-centered and focused on building long-term relationships. She takes the time to understand her clients' individual needs and goals, and provides personalized advice and solutions to help them achieve financial security.
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