Financial Planning

  Specialising in investment advice, Centrelink, aged care, pre retirement, retirement planning and wealth protection.  Our experienced financial planning team combine up to date information and professional insight to guide you in making informed, confident and inspired financial decisions.  We  provide financial services, advice and planning that is appropriate for your needs and budget, both now and as your wealth grows.  Contact us to arrange an obligation free appointment to discuss what we can do for you.
 
 

Meet the team

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Vlado - 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

·  Centrelink

·  Age care

 Vlado has many passions, however at the moment coaching his sons football team provides him the perfect work life balance.

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Mark Ballestrin

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.


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Adrian Brooks

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.