Anthony Kofkin
Financial Adviser
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About
Anthony Kofkin is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping Australians achieve their financial goals. With a solid foundation built on a Policy Statement 146 (Tier 1) from RMIT University (2003), Anthony has continually expanded his expertise through qualifications including Self-Managed Superannuation Funds (Kaplan Professional, 2015), DFP5v4 Tax for Financial Advising (Kaplan Professional, 2018), and a Graduate Diploma of Financial Planning expected in 2025 from Kaplan Higher Education. As a proud member of the Financial Advice Association of Australia (FAAA), Anthony upholds the highest standards of professionalism and ethical conduct. Anthony is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also equipped to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice: Optimising your superannuation strategy for a comfortable retirement. • Insurance Solutions: Protecting you and your family with tailored insurance plans. • Wealth Management: Growing and preserving your wealth through strategic investment. • Retirement Planning: Creating a roadmap for a financially secure retirement. Ready to take control of your financial future? Contact Anthony Kofkin today for personalized financial advice.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Anthony Kofkin offer?
Anthony Kofkin provides advice on 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 Anthony Kofkin have?
Anthony holds a Policy Statement 146 (Tier 1) from RMIT University (2003), a Self-Managed Superannuation Funds certification (Kaplan Professional, 2015), DFP5v4 Tax for Financial Advising (Kaplan Professional, 2018) and is completing a Graduate Diploma of Financial Planning (Kaplan Higher Education, 2025).
How does Anthony Kofkin approach financial planning?
Anthony takes a personalized approach, focusing on understanding your unique financial situation and goals. He then develops a tailored plan to help you achieve financial security and prosperity.
What can I expect during my first consultation with Anthony?
During your initial consultation, Anthony will discuss your financial goals, current financial situation, and risk tolerance. This information will help him create a suitable financial plan for you.
Is Anthony Kofkin a member of any professional associations?
Yes, Anthony is a member of the Financial Advice Association of Australia (FAAA).
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