Jacek Klukowski
Financial Adviser
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About
Jacek Klukowski is an ASIC-registered financial adviser dedicated to helping individuals and families in Box Hill North, VIC, achieve their financial goals. With a Bachelor of Business in Financial Risk Management from Victoria University and extensive qualifications from Kaplan, including a Certificate IV in Finance/Mortgage Broking and certification as a Certified Financial Planner (CFP) through the Financial Planning Association of Australia (FPA), Jacek possesses a comprehensive understanding of the financial landscape. He is also committed to ongoing professional development, as evidenced by his recent Ethics and Professionalism in Financial Advice training. As a member of the Financial Advice Association of Australia (FAAA) and the Financial Planning Association of Australia (FPA), Jacek adheres to the highest ethical and professional standards, ensuring his clients receive trusted and reliable advice. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Jacek's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jacek provides tailored strategies designed to help you achieve financial security and peace of mind. His services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Jacek today for a consultation and discover how he can help you build a brighter tomorrow.
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Frequently Asked Questions
What types of financial advice does Jacek Klukowski offer?
Jacek Klukowski provides advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jacek Klukowski have?
Jacek holds a Bachelor of Business (Financial Risk Management), Certificate IV in Finance/Mortgage Broking, and is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA). He also regularly undertakes further training to ensure his knowledge remains current.
What is the process for becoming a client of Jacek Klukowski?
The process typically begins with an initial consultation to understand your financial goals and current situation. Jacek will then develop a personalized financial plan tailored to your specific needs and objectives. He will work with you every step of the way to implement and monitor your plan.
How does Jacek Klukowski stay up-to-date with changes in the financial industry?
Jacek is committed to ongoing professional development and regularly participates in training and educational programs. He is also a member of the Financial Advice Association of Australia (FAAA) and the Financial Planning Association of Australia (FPA), which provides access to industry resources and insights.
What can I expect from working with Jacek Klukowski?
You can expect personalized advice, a clear and understandable financial plan, and ongoing support to help you achieve your financial goals. Jacek is dedicated to building long-term relationships with his clients based on trust and transparency.
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