Ljupco Ivanov

PSK Private Wealth

Silver
7 Yrs Experience
Sydney, NSW 2000

I completed my degrees in 2014 and joined ipac in 2016. I have achieved my Certified Financial Planner designation in 2019 showing my development and commitment to helping clients with their personal goals and objectives.

I enjoy discussing clients’ life stages and asking about the longer terms goals that they have to truly complete wholistic advice for the present and for the future. I am experienced in assisting clients plan for major life changes from the final accumulation years prior their retirement through to managing their retirement needs well after retirement. Most importantly I keep discussions on financial concepts simple and easy to understand so that clients can walk away knowing exactly where their financial future is going.

I believe in a sound financial plan is a cornerstone to navigating inevitable change throughout life and enjoys getting to know clients and their unique story.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

I am happy to discuss fees and negotiate fees with clients whether it is initial and once off advice or ongoing advice.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 7
  • Highest qualifications
    • Bachelor of Business (Banking and Finance)
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

PSK Private Wealth

Level 12, 25 Martin Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Psk Advisory Services Pty Ltd

AFSL 234656