Sally Louise Kolbig
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005606
- Location
- Adelaide SA 5000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 21 November 2024
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University of South Australia (1999); Foundation DFP (DFP1-6), FPA Australia (2001); Diploma of Financial Planning, FPA Australia (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sally Louise Kolbig
On the Financial Advisers Register kept by ASIC, Sally Louise Kolbig appears as a current financial adviser in Adelaide, South Australia, adviser number 001005606.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 21 November 2024.
The register records 1999 as the year Sally first provided financial advice. Qualifications and training on file include Bachelor of Business (University of South Australia, 1999), Foundation DFP (DFP1-6) (FPA Australia, 2001) and Diploma of Financial Planning (FPA Australia, 2005). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Sally is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Sally Louise Kolbig a registered financial adviser?
Yes. Sally Louise Kolbig is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005606.
Which licensee does Sally Louise Kolbig work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Sally Louise Kolbig give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."