Robert Bosevski
Financial Adviser
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About
Robert Bosevski is an ASIC-registered financial adviser based in Hurstville, NSW, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce from the University of Wollongong and a Graduate Diploma of Financial Planning, Robert has built a strong foundation in financial principles. He further enhanced his expertise with certifications in Margin Lending, Self Managed Superannuation Funds, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). He stays up-to-date with industry standards, completing FPC002b Ethics and Professionalism in Financial Advice. Robert is a member of the Finance Brokers Association of Australia (FBAA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Robert provides tailored financial advice and strategies to help clients secure their financial futures. He can assist you with: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Robert Bosevski today to schedule a consultation and discuss your unique needs and goals.
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Frequently Asked Questions
What financial planning services does Robert Bosevski offer?
Robert Bosevski offers a comprehensive range of financial planning services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a personalised financial plan to achieve your goals.
What qualifications does Robert Bosevski have?
Robert Bosevski holds a Bachelor of Commerce in Accountancy and Management, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He also has certifications in Margin Lending and Self Managed Superannuation Funds.
How does Robert Bosevski approach financial planning?
Robert takes a personalised approach to financial planning, taking the time to understand your individual circumstances, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your financial objectives.
What can I expect during my first meeting with Robert?
During your first meeting with Robert, you can expect a friendly and informative discussion about your financial situation and goals. He will explain his services and how he can help you, and answer any questions you may have.
Is Robert Bosevski obligated to act in my best interests?
As an ASIC-registered financial advisor and a member of the Financial Advice Association of Australia (FAAA), Robert Bosevski is legally and ethically obligated to act in your best interests at all times.
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