Vlado Kalic - Financial Planner
Vlado is a CFP Professional with more than 15 years experience. Vlado is passionate about providing clear, easily understood advice, regardless of complexity. Integral to Vlado’s advice process is the provision of outstanding ongoing client service, helping shape the future of his clients no matter their position in life. Vlado specialises in:
· Wealth creation
· Retirement & pre-retirement
· Age care
Vlado has many passions, however at the moment coaching his sons football team provides him the perfect work life balance.
Mark joins us with over 16 years experience working for Centrelink and is perfectly placed to assist our clients with Age Pension enquiries. Mark’s aim is to take the stress out of dealing with Centrelink by where ever possible conducting business by liasing with the Department on behalf of our clients.
He is married with a daughter and on most sunny days can be found playing lawn bowls for his beloved Lockleys Bowling Club.
Adrian has completed a Bachelor in Applied Finance through the University of South Australia. He has worked in the financial services industry and with Vlado Kalic since 2007.
His role includes preparing advice documents for clients, preparing review files and implementing Vlados recommendations for clients.
Adrian and his partner Karley have a young son, Lachlan with whom he spends every spare minute He is a keen fisherman who admits he doesn’t wet a line as often as he would like.