Sara Kalcic's Location
Wangaratta, VIC, AU
Sara Kalcic's Work
- Branch Principal and Wealth Manager @ Yellow Brick Road
- Financial Planner @ Executive Wealth Management Financial Services
- Financial Planner @ AMP
- Financial Planner for Advise for Life Financial Planning @ MLC Australia
- Para Planner @ Py Financial
- Agent @ Australian Unity
- Property Manager @ Dickens Real Estate
Sara Kalcic's Education
- Kaplan Australia
Master of Applied Finance (Financial Planning and Services)
2010 - 2015 - Kaplan Australia
Advanced Diploma (Financial Planning and Services)
2006 - 2008 - Kaplan Australia
Diploma (Finance and Mortgage Broking Management)
2017 - 2018
Sara Kalcic's Skills
- Retirement Planning
- Investments
- Financial Planning
- Wealth Management
- Wealth
- Financial Services
- Investment Strategies
- Strategic Financial Planning
- Insurance
- Superannuation
Sara Kalcic's Summary
Sara Kalcic, based in Wangaratta, VIC, AU, is currently a Branch Principal and Wealth Manager at Yellow Brick Road, bringing experience from previous roles at Executive Wealth Management Financial Services, AMP, MLC Limited and Py Financial. Sara Kalcic holds a 2010 - 2015 Master of Applied Finance in Financial Planning and Services @ Kaplan Australia. With a robust skill set that includes Retirement Planning, Investments, Financial Planning, Wealth Management, Wealth and more, Sara Kalcic contributes valuable insights to the industry. Sara Kalcic has 1 email on RocketReach.
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