WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
MD

Mende Dulevski

Financial Adviser

CLS Investment Services
Wollongong, NSW 2500

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

Mende Dulevski is an ASIC-registered financial adviser dedicated to helping individuals and families in Wollongong and beyond achieve their financial goals. With a strong foundation built on a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Certificate IV in Finance/Mortgage Broking, Mende combines academic knowledge with practical experience to deliver tailored financial solutions. Mende is a Practitioner Member of the Association of Financial Advisors, holds the FASEA Exam Standard, and is a Fellow Chartered Financial Practitioner (FChFP). He is also affiliated with the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA), demonstrating his commitment to upholding the highest professional standards. Mende is authorised to provide advice on a comprehensive range of financial products, ensuring that clients receive well-rounded and effective strategies. These include superannuation, insurance, wealth management, retirement planning, 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 • Investment advice Ready to take control of your financial future? Contact Mende Dulevski today for a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000522840

Verify on ASIC Register

Authorised Representative Number

000330266

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Mende Dulevski offer?

Mende Dulevski provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors strategies to meet your specific financial needs.

What qualifications does Mende Dulevski have?

Mende holds a Diploma of Financial Services (Financial Planning), a Certificate IV in Finance/Mortgage Broking, an Advanced Diploma of Financial Planning. He is also a Fellow Chartered Financial Practitioner (FChFP) and has passed the FASEA exam.

How does Mende Dulevski approach financial planning?

Mende focuses on understanding your unique financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help you achieve your objectives, providing ongoing support and adjustments as needed.

What can I expect during my first meeting with Mende Dulevski?

During your initial consultation, Mende will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity to get to know each other and determine how Mende can best assist you in achieving your financial aspirations.

Is Mende Dulevski a member of any professional associations?

Yes, Mende is a Practitioner Member of the Association of Financial Advisors, a member of the Financial Advice Association of Australia (FAAA), and the Mortgage & Finance Association of Australia (MFAA), demonstrating his commitment to ethical and professional standards.

Get in Touch

Contact Mende directly for personalised advice.

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.