Francis Kosteliz
Financial Adviser
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About
Francis Kosteliz is an ASIC-registered financial adviser based in Nelson Bay, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Francis holds a Bachelor of Business from The University of Newcastle (2006), a Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd (2008), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2012), a Statement of Attainment from Kaplan Education Pty Ltd (2014), an MBA from the University of Newcastle (2016), and completed Ethics and Professionalism in Financial Advice through Kaplan Professional in 2022. Francis is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities. His extensive knowledge and qualifications enable him to create personalised financial plans that address each client's unique circumstances and objectives. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Francis today to schedule a consultation and discover how his expertise can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Francis Kosteliz offer?
Francis provides advice on a wide array of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Francis Kosteliz have?
Francis holds a Bachelor of Business, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Statement of Attainment, an MBA, and a certification in Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Francis Kosteliz?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, Francis will develop a tailored financial plan that addresses your specific needs and objectives. He will then work with you to implement the plan and provide ongoing support and advice.
What can I expect during a consultation with Francis?
During a consultation, you can expect a thorough discussion of your financial goals, current financial situation, and any concerns you may have. Francis will listen carefully to your needs and provide clear, concise explanations of potential strategies and solutions.
How can wealth management with Francis Kosteliz benefit me?
Wealth management services are designed to help you grow and protect your assets over time. Francis can provide guidance on investment strategies, risk management, and other financial planning aspects to help you achieve your long-term financial goals.
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