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JM

Jan Molnar

Financial Adviser

Findex Advice Services Pty Ltd
Melbourne, VIC 3000

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About

Jan Molnar is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Jan holds an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning, and a Master of Financial Planning from Kaplan. Furthermore, Jan has completed specialist training in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice, demonstrating a commitment to the highest standards of advice. As a member of the Financial Advice Association of Australia (FAAA), Jan adheres to a strict code of ethics and continually updates knowledge to provide the most relevant and effective strategies. Jan is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and securities. This allows Jan to develop holistic financial plans covering wealth management, retirement planning, and risk mitigation. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jan today to schedule 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 SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000243253

Verify on ASIC Register

Authorised Representative Number

000333739

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Jan Molnar offer?

Jan Molnar provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investment strategies. Jan tailors advice to meet your specific needs and goals.

What qualifications does Jan Molnar have?

Jan Molnar holds an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning, and a Master of Financial Planning from Kaplan. Jan also has specialist training in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice.

What is the process of working with Jan Molnar?

The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Jan will then develop a personalised financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.

How can Jan Molnar help me with my retirement planning?

Jan can help you develop a retirement plan that considers your income needs, lifestyle goals, and investment strategies to ensure a comfortable and secure retirement. Jan provides advice on superannuation, investments, and other retirement income sources.

Is Jan Molnar a member of any professional associations?

Yes, Jan Molnar is a member of the Financial Advice Association of Australia (FAAA), demonstrating a commitment to professional standards and ethical conduct.

Get in Touch

Contact Jan 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.