Financial Adviser · ADELAIDE, SA

Sally Louise Kolbig

27 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001005606

Sally Louise Kolbig is a financial adviser based in Adelaide, South Australia, with 27 years of experience in the financial services industry. Sally is currently authorised under Alliance Wealth Pty Ltd. Sally holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Sally is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business

University of South Australia

2001

Foundation DFP (DFP1-6)

FPA Australia

2005

Diploma of Financial Planning

FPA Australia

2016

Certified Financial Planner (CFP) Education Program

FPA Australia

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Nov 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

EXELSUPER ADVICE PTY LTD

Apr 2022 - Nov 2024 Ceased

Heritage And People's Choice Limited

Mar 2004 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register