SARA JANE KALCIC
Financial Adviser · Wangaratta, VIC
📚 Qualifications & Training
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education
2013 - AMP & ICFS Specialist SMSF Course - Other - The University of Adelaide
2015 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2018 - Accredited Aged Care Professional - Other - Aged Care Steps
2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.