Financial Adviser · ROYAL PARK, SA

Vlado Kalic

ROYAL PARK, SA

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242852

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About Vlado Kalic

Vlado Kalic is a financial adviser based in Royal Park, South Australia, with 24 years of experience in the financial services industry since 2002. Vlado is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Vlado holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vlado's qualifications include a Diploma of Financial Advising from Securities Institute. Vlado is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association of Australia - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Advising

Securities Institute

2004

DFP8

- FPA

Registration History

Matrix Planning Solutions Limited

Mar 2020 - Present Current

Financial Wisdom Limited

Mar 2016 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities & Standard Margin Lending

Commonwealth Financial Planning Limited

Mar 2016 - Mar 2016 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2007 - Mar 2016 Ceased

Excluding Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register