Boris Kolevski
Financial Adviser
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About
Boris Kolevski is an ASIC-registered financial adviser based in North Sydney, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a career spanning over two decades, Boris combines extensive academic qualifications with practical experience to deliver tailored financial solutions. Boris holds a Bachelor of Commerce (Accounting) from the University of Wollongong and a Diploma of Financial Planning from the Financial Planning Association. He is also a Certified Practicing Accountant (CPA) with CPA Australia and holds RG146 accreditation in Margin Lending & Geared Investments from Kaplan Australia. As an authorised financial adviser, Boris provides expert advice across a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Boris is committed to providing personalised financial advice tailored to your unique circumstances. Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance and superannuation, Boris can help you navigate the complexities of the financial landscape. Contact Boris Kolevski today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Boris Kolevski offer?
Boris Kolevski provides advice on superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Boris Kolevski have?
Boris Kolevski holds a Bachelor of Commerce (Accounting), a Diploma of Financial Planning, and is a Certified Practicing Accountant (CPA). He also has RG146 accreditation in Margin Lending & Geared Investments.
What is the process for getting financial advice from Boris Kolevski?
The process typically starts with an initial consultation to understand your financial goals and current situation. Boris will then develop a tailored financial plan to help you achieve your objectives, followed by ongoing reviews to ensure the plan remains aligned with your needs.
What should I expect during my first meeting with Boris?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Boris will explain his approach to financial planning and answer any questions you may have.
How does Boris Kolevski stay up-to-date with changes in financial regulations?
Boris maintains his expertise through ongoing professional development, including attending industry conferences, completing continuing education courses as part of his CPA membership, and staying informed about changes in legislation and regulations.
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