Steven Kostovski
Financial Adviser
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About
Steven Kostovski is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Business from Victoria University of Technology (2001) and a Diploma of Financial Services (Financial Planning) (FNS50804) obtained from PS 146 Training Australia in 2008, Steven possesses a strong educational foundation and a wealth of practical experience. As a member of both the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts and Government Debt Securities. Steven’s commitment is to provide clear, understandable and actionable advice to empower you to make informed decisions about your financial future. He offers guidance across various key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Steven today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Steven Kostovski offer?
Steven Kostovski specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides tailored strategies to help you achieve your financial goals.
What qualifications does Steven Kostovski have?
Steven holds a Bachelor of Business from Victoria University of Technology and a Diploma of Financial Services (Financial Planning). He continually updates his knowledge to provide the best possible advice.
What can I expect during my first consultation with Steven?
During your first consultation, Steven will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives.
How does Steven Kostovski stay up-to-date with changes in the financial industry?
Steven is a member of the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA), and regularly attends industry events and completes professional development to stay informed about the latest trends and regulations.
What is the process for becoming a client of Steven Kostovski?
The first step is to schedule an initial consultation. Following this, Steven will assess your needs and develop a personalised financial plan. Once you are happy with the plan, we will implement it and provide ongoing support and reviews.
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