Chris Krstevski
Financial Adviser
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About
Chris Krstevski is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce (Accounting) from the University of Newcastle (1985) and further qualifications in Margin Lending & Geared Investments from Kaplan Professional (2010), Chris brings a wealth of knowledge and experience to his practice. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Chris adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring clients receive well-rounded strategies to suit their individual needs. Chris can assist you with: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Specifically, he is skilled in advising on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ready to take control of your financial future? Contact Chris Krstevski today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Chris Krstevski provide?
Chris Krstevski offers comprehensive financial advice including superannuation advice, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Chris Krstevski's qualifications and memberships?
Chris holds a Bachelor of Commerce (Accounting) from the University of Newcastle and a qualification in Margin Lending & Geared Investments from Kaplan Professional. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).
What is the process of working with Chris Krstevski?
The process typically begins with an initial consultation to understand your financial goals and current situation. Chris will then develop a tailored financial plan based on your needs, followed by regular reviews to ensure you stay on track.
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The adviser will also explain their services and how they can help you achieve your objectives.
How can wealth management advice from Chris help me?
Chris can develop a personalized wealth management strategy to help you grow and protect your assets, achieve your financial goals, and plan for the future. This may include investment advice, retirement planning, and insurance solutions.
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