Gloria Savic
Financial Adviser
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About
Gloria Savic is an ASIC-registered financial adviser based in Cottesloe, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Gloria holds an Advanced Diploma of Financial Planning (2016), a Derivatives certification (2017), and a Graduate Diploma of Financial Planning (2023), all from Kaplan Professional. Demonstrating her commitment to excellence, Gloria completed the CFP Certification Program through the FAAA in 2024. As a member of the Financial Advice Association of Australia (FAAA), Gloria adheres to the highest ethical and professional standards. She is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also provide advice and recommendations on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Gloria’s expertise allows her to offer comprehensive financial solutions designed to meet each client's unique needs and aspirations. 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 to protect your family's future, Gloria is here to provide expert guidance. Contact Gloria today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Gloria Savic offer?
Gloria Savic provides advice on superannuation, insurance, wealth management, retirement planning, and investment strategies. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Gloria Savic have?
Gloria Savic holds an Advanced Diploma of Financial Planning, a Derivatives certification, and a Graduate Diploma of Financial Planning from Kaplan Professional. She also completed the CFP Certification Program through the FAAA.
How can Gloria Savic help me with my retirement planning?
Gloria Savic can help you develop a comprehensive retirement plan tailored to your individual circumstances. This includes assessing your current financial situation, projecting future income needs, and developing strategies to maximize your retirement savings.
What professional memberships does Gloria Savic hold?
Gloria Savic is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Gloria?
During your initial consultation with Gloria, you can expect a comprehensive discussion about your financial goals, current financial situation, and risk tolerance. This meeting will allow Gloria to understand your needs and develop a tailored financial plan for you.
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