Sara Jane Kalcic
authorised
Sara Jane Kalcic is a financial adviser based in Wangaratta, Victoria, with 18 years of experience in the financial services industry. Sara is currently authorised under Spark Advisors Australia Pty Ltd. Sara 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 Master of Applied Finance from Kaplan Higher Education Pty Limited. Sara is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register