Kora Drage

Visia Pty Ltd

Gold
13 Yrs Experience
Perth, WA 6000

Recent reviews

Visia Pty Ltd

6 Money Street
Perth, WA 6000

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Economics and Finance)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Kora is a fee-for-service adviser and will confirm a fixed fee for the provision of advice prior to preparing any personal documentation.

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Kora assessed my financial situation and provided specific assistance in regards to insurance, superannuation and pension requirements now and for the future. She is very clear and where I lacked understanding she explained (again). Greatly appreciate Kora's expertise and positive manner."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kora helped to change the way I think about money. Kora has given me an ever changing strategy on how to manage my wealth and create more wealth and security while having and creating the lifestyle I want. Not only has Kora made me feel more secure in my financial future but she has helped me understand how to maximise my income to achieve my goals. I would highly recommend Kora for her services!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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