Vicki Hagley
Financial Adviser
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About
Vicki Hagley is an ASIC-registered financial adviser based in Burswood, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid foundation built upon a Diploma of Financial Planning from the Financial Planning Association of Australia (2004), Vicki has continually expanded her expertise through specialized courses such as the Self Managed Superannuation Funds Course and the Margin Lending and Geared Investments Course from Kaplan Professional. Further solidifying her knowledge, Vicki completed a Graduate Diploma of Financial Planning from Kaplan Higher Education in 2022. Vicki is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. This broad authorization allows her to create holistic financial strategies that address all aspects of her clients' financial lives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Vicki is committed to providing clear, personalized advice to help you achieve financial security. Contact Vicki today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Vicki Hagley offer?
Vicki Hagley provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Vicki Hagley's qualifications?
Vicki holds a Diploma of Financial Planning from the Financial Planning Association of Australia, completed specialized courses in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan Professional, and earned a Graduate Diploma of Financial Planning from Kaplan Higher Education.
What can I expect during my first consultation with Vicki?
During your initial consultation, Vicki will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline a potential strategy to help you achieve your objectives, explaining each step of the process clearly and answering any questions you may have.
How can Vicki Hagley help me plan for retirement?
Vicki can assess your current retirement savings, project your future income needs, and develop a strategy to help you accumulate the necessary funds to enjoy a comfortable retirement. This may involve superannuation advice, investment strategies, and retirement income planning.
Does Vicki Hagley provide advice on insurance?
Yes, Vicki is authorized to provide advice on both Investment Life Insurance and Life Risk Insurance. She can help you determine the appropriate level of coverage to protect yourself and your family from unforeseen events.
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