Sara Kalcic
Financial Adviser
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About
Sara Kalcic is an ASIC-registered financial adviser based in Wangaratta, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong foundation built on extensive education and industry experience, Sara holds an Advanced Diploma of Financial Services (Financial Planning), an AMP & ICFS Specialist SMSF Course certification, and a Master of Applied Finance. She is also an Accredited Aged Care Professional and holds a Diploma of Finance and Mortgage Broking Management. Sara is committed to upholding the highest ethical standards, as evidenced by her completion of Ethics and Professionalism in Financial Advice. As a member of the Financial Advice Association of Australia (FAAA), Sara is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. She specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Sara is passionate about empowering her clients to make informed decisions and build a secure financial future. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Sara today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sara Kalcic offer?
Sara Kalcic provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Sara Kalcic hold?
Sara holds an Advanced Diploma of Financial Services (Financial Planning), an AMP & ICFS Specialist SMSF Course certification, a Master of Applied Finance, is an Accredited Aged Care Professional, and holds a Diploma of Finance and Mortgage Broking Management.
How can Sara Kalcic help me with retirement planning?
Sara can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximising your superannuation, managing your investments, and ensuring a comfortable retirement income.
What is the first step in working with Sara Kalcic?
The first step is to schedule a consultation. During this meeting, you can discuss your financial goals, current situation, and any concerns you may have. Sara will then outline how she can help you achieve your objectives.
What can I expect when working with Sara?
You can expect a professional, personalised, and ethical approach to financial advice. Sara is committed to providing clear and transparent guidance, empowering you to make informed decisions about your financial future. She will work closely with you to develop and implement strategies that align with your goals and values.
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