Vlado Kalic
Financial Adviser in Royal Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242852
- Location
- Royal Park SA 5014
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 10 March 2020
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Advising, Securities Institute (2002); DFP8, FPA (2004)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association of Australia - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Vlado Kalic
Vlado Kalic is a financial adviser in Royal Park, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000242852.
Vlado provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 10 March 2020.
The register records 2002 as the year Vlado first provided financial advice. The qualifications listed for Vlado include Diploma of Financial Advising (Securities Institute, 2002) and DFP8 (FPA, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association of Australia – Certified Financial Planner.
Vlado is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Vlado Kalic a registered financial adviser?
Yes. Vlado Kalic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242852.
Which licensee does Vlado Kalic work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Vlado Kalic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.