Robert Ivanovski
Financial Adviser
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About
Robert Ivanovski is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a solid educational foundation, including a Bachelor of Business (Finance/Banking) from Charles Sturt University (1997), a Diploma of Financial Services (Financial Planning) from Finsia (2007), specialist knowledge in Self Managed Superannuation Funds from the International Institute of Technology (2011), and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2012), Robert possesses the expertise to provide comprehensive financial advice. As a member of the Financial Advice Association of Australia (FAAA), Robert adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Robert's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or need assistance with your superannuation, Robert Ivanovski is here to help. Contact him today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Robert Ivanovski offer?
Robert Ivanovski provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Robert Ivanovski have?
Robert holds a Bachelor of Business (Finance/Banking), a Diploma of Financial Services (Financial Planning), specialist knowledge in Self Managed Superannuation Funds, and an Advanced Diploma of Financial Services (Financial Planning).
How can Robert help me plan for my retirement?
Robert can help you develop a comprehensive retirement plan tailored to your specific needs and goals, including strategies for maximizing your superannuation and other investments.
What is the process of working with Robert Ivanovski?
The process typically begins with an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan. Robert will then work with you to implement the plan and provide ongoing support.
What should I expect during my first meeting with Robert Ivanovski?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Robert will explain his approach to financial planning and answer any questions you may have.
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