Our Team

Dusica Saric
Partner, Private Client Adviser

With over 15 years as a financial planner, Dusica is passionate about helping clients achieve their financial goals. Since becoming an adviser in August 2005, she has worked with individuals, families, and employers, building and maintaining longstanding relationships to ensure her clients remain on track to meet their financial aspirations.

Dusica is dedicated to protecting what matters most to her clients and helping them achieve their retirement dreams.

Specialising in superannuation, retirement planning, wealth management, debt management, and risk insurance (including group insurance), Dusica is recognised for her fantastic communication skills and multilingual skills in English, Serbian, Bosnian, and Croatian. She values continuous learning and personal growth.

When not advising clients, Dusica enjoys walking and spending time with her family, especially her granddaughter.

Accreditations
  • Masters of Financial Planning
  • Graduate Diploma of Financial Planning
  • Graduate Certificate in Applied Finance
  • Diploma of Financial Services (Financial Planning)
  • Diploma of Business Studies
  • Certificate III in Financial Services (General Insurance)
  • Specialist accreditation Accredited Listed Product Adviser (ALPA)
  • Specialist accreditation in SMSF
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Parramatta and Sydney office