Laz Lembovski

View Wealth Management

Gold
12 Yrs Experience
Mount Waverley, VIC 3149

Recent reviews

View Wealth Management

4 Viewbank Rd
Mount Waverley, VIC 3149

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 3
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.80
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.60
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.50

"Professional, efficient and friendly."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Laz is very knowledgeable of superannuation & retirement investment products & strategies. He is also very good & clear in his explanations. Laz is excellent in relating to his clients."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Laz provides top rate financial advice to us with our personal welfare in mind. Laz is a very knowledgeable adviser and we are confident in effecting his advice. He has an excellent grasp of each topic and explains them patiently and clearly. He is very professional and yet friendly and cheerful at all times."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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