Financial Adviser · MELBOURNE, VIC

Natasha Kalcic

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001272770

Natasha Kalcic is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Natasha is currently authorised under Perpetual Trustee Company Limited. Natasha holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from Swinburne University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Only authorised to provide subsequent investment related advice (further advice only).

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce

Swinburne University of Technology

2018

Certificate 4 Mortgage Broking

Kaplan

2018

Diploma of Financial Services (Financial Planning)

Mentor

2022

FPC001B

Other - Kaplan Professional

2023

FPC006

Other - Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Perpetual Trustee Company Limited

Mar 2026 - Present Current

Only authorised to provide subsequent investment related advice (further advice only).

Pitcher Partners Investment Services Pty. Ltd.

Aug 2021 - Sep 2024 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register