Josip Jutrisa
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Josip Jutrisa is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Josip brings a wealth of knowledge and a personalized approach to every client relationship. Josip holds a Bachelor of Commerce (Economics and Finance) from the University Of Western Sydney (1998) and a Diploma of Financial Planning from the Financial Planning Association of Australia (2001). This strong educational foundation, combined with ongoing professional development, ensures he provides informed and up-to-date advice. As an authorized financial adviser, Josip can provide expert guidance on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Josip's commitment is to provide tailored strategies that align with your unique circumstances and aspirations. He focuses on building long-term relationships based on trust and transparency. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Josip today for a consultation and discover how he can help you achieve your financial dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Josip Jutrisa offer?
Josip offers a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He tailors his advice to meet your specific needs and goals.
What are Josip's qualifications and experience?
Josip holds a Bachelor of Commerce (Economics and Finance) from the University Of Western Sydney and a Diploma of Financial Planning from the Financial Planning Association of Australia. He has been working as a financial adviser since 2001, accumulating extensive experience in the industry.
How does the financial planning process work with Josip?
The process typically starts with an initial consultation to understand your current financial situation, goals, and risk tolerance. Josip will then develop a personalized financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
What should 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. It's also an opportunity to ask questions and get to know Josip to see if he's the right fit for you.
Can Josip help me with my retirement planning?
Yes, Josip specializes in retirement planning and can assist you in developing a strategy to achieve your retirement goals. This includes assessing your current superannuation, projecting future income needs, and creating a plan to maximize your retirement savings.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.