Leon Volovich
Financial Adviser
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About
Leon Volovich is an ASIC-registered financial adviser based in Brighton, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Leon holds a Bachelor of Business (Accounting) from Monash University (1987) and a Diploma of Financial Planning from Kaplan Professional (2014). His commitment to professionalism is further demonstrated through his membership with Chartered Accountants Australia and New Zealand (CA ANZ). Authorised to provide advice on a range of financial products, Leon specialises in superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. He provides clear, understandable guidance to help you make informed decisions about your financial future. Key services include: • Superannuation advice: Maximising your retirement savings. • Insurance solutions: Protecting you and your family with appropriate cover. • Investment strategies: Growing your wealth through informed investment decisions. • Risk management: Identifying and mitigating potential financial risks. • Government Debt Securities: Guiding you through investment opportunities Whether you're planning for retirement, seeking to protect your assets, or simply looking for expert financial guidance, Leon is here to help. Contact Leon today to schedule a consultation and take the first step towards a more secure financial future.
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Frequently Asked Questions
What types of financial advice does Leon Volovich offer?
Leon specialises in superannuation advice, insurance solutions (including Investment Life Insurance and Life Risk Insurance), and guidance on Government Debt Securities. He can help you with retirement planning, wealth protection, and investment strategies.
What qualifications and experience does Leon Volovich have?
Leon holds a Bachelor of Business (Accounting) from Monash University and a Diploma of Financial Planning from Kaplan Professional. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to professional standards.
How does Leon Volovich work with clients to develop a financial plan?
Leon begins by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses your specific needs, providing ongoing support and adjustments as needed.
What can I expect during my first consultation with Leon Volovich?
During your initial consultation, you can expect a friendly and informative discussion about your financial goals and concerns. Leon will explain his services and how he can help you achieve your objectives, without any obligation.
Why is it important to seek financial advice from an ASIC-registered financial adviser like Leon Volovich?
Seeking advice from an ASIC-registered adviser ensures that you are working with a qualified professional who is bound by ethical standards and regulatory requirements. This provides you with confidence and protection when making important financial decisions.
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