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Alexander Ilievski

Financial Adviser

ic advice, Sydney Wealth Partners
Sydney, NSW 2000

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About

Alexander Ilievski is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong academic foundation including a Bachelor of Economics from The University of New South Wales and a Graduate Diploma of Financial Planning from the Securities Institute of Australia, Alexander has been providing expert financial advice since 2003. He further holds the Certified Financial Planner designation from the Financial Planning Association of Australia, demonstrating his commitment to upholding the highest professional and ethical standards. As an experienced financial adviser, Alexander is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Personalised retirement planning to ensure a comfortable future • Investment advice tailored to your specific needs and risk profile If you're seeking professional and reliable financial guidance to navigate the complexities of wealth creation and protection, contact Alexander Ilievski today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Insurance solutions Investment strategies Risk management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000536826

Verify on ASIC Register

Authorised Representative Number

000295475

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Alexander Ilievski offer?

Alexander Ilievski offers advice on a range of financial matters including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you develop a personalized strategy to achieve your financial goals.

What are Alexander Ilievski's qualifications and experience?

Alexander Ilievski holds a Bachelor of Economics from The University of New South Wales, a Graduate Diploma of Financial Planning from the Securities Institute of Australia, and is a Certified Financial Planner. He has been providing financial advice since 2003.

How does Alexander Ilievski approach financial planning?

Alexander takes a client-focused approach, beginning with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan designed to help you achieve your objectives, providing ongoing support and adjustments as needed.

What professional associations does Alexander Ilievski belong to?

Alexander Ilievski is a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first consultation with Alexander Ilievski?

During your initial consultation, Alexander will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if his services are a good fit for your needs.

Get in Touch

Contact Alexander directly for personalised advice.

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