Sara Jane Kalcic
SJK WEALTH MANAGEMENT PTY LTD · Wangaratta VIC 3677 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000317784
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative SJK WEALTH MANAGEMENT PTY LTD (no. 001281042)Since 2 February 2026
- Principal business address
- Wangaratta VIC 3677
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2026 – presentSPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative SJK WEALTH MANAGEMENT PTY LTD (no. 001281042)
- CEASEDMar 2020 – Jan 2026INTERPRAC FINANCIAL PLANNING PTY LTD · AFSL 246638Through authorised representative SJK WEALTH MANAGEMENT PTY LTD (no. 001281042)
- CEASEDDec 2015 – Mar 2020ACN 128 650 037 PTY LIMITED · AFSL 323825
- CEASEDNov 2013 – Nov 2015GODFREY PEMBROKE GROUP PTY LTD · AFSL 245451
- CEASEDMar 2013 – Oct 2013AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDSep 2007 – Jun 2008ARETE RISK & INSURANCE PARTNERS PTY LTD · AFSL 232703
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Limited · 2020 · Bridging Course - Ethics
Accredited Aged Care Professional
Aged Care Steps · 2018 · Other
Diploma of Finance and Mortgage Broking Management
Kaplan Professional · 2018 · Diploma (AQF 5)
Master of Applied Finance
Kaplan Higher Education Pty Limited · 2015 · Masters Degree (AQF 9)
AMP & ICFS Specialist SMSF Course
The University of Adelaide · 2013 · Other
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education · 2008 · Advanced Diploma (AQF 6)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sara Jane Kalcic claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sara Jane Kalcic on Souffle yet.
Contacting Sara Jane Kalcic
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SJK WEALTH MANAGEMENT PTY LTD
Authorised by SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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