“My only regret is that I didn’t visit a young and energetic financial advisor earlier in life” – Warren Buffet (probably).
Hello, I’m Maks – a Financial Advisor at CBD Advisory. Think of me as a high performance personal trainer for your wealth, not your muscles.
After graduating from UNSW with a Distinction and a Scholarship in Finance and Accounting, it took me working in large and respected global banking and consulting companies to discover my true passion lay with helping everyday Australians reach their full financial potential.
We’re living in a world of unprecedented change and this pace is only accelerating. Many Australians feel locked out of traditional paths to economic security like owning a home, building up a retirement nest egg or putting their children through private schooling. I want to change that by slowing down the chaos and creating a tailored plan you will love and which will ultimately help you build your wealth – slowly and sustainably.
So, what sets me apart? My greatest strengths are my ability to listen, combined with a high degree of professionalism and ethics. I take pride in delivering high quality advice which is underpinned by extensive research and attention to the fine detail. And to help me with this, I am supported by a diverse, capable and highly experienced team, who help me to help you. In holistically managing your finances I also leverage my extensive network of relationships to ensure you get the service you deserve.
If you have a financial goal and feel like it’s just out of reach – get in touch. You’ll be surprised by how much I can do for you.
Looking forward to speaking with you.
Maks is always quick to help and explains everything clearly for me.
We are grateful for Maks' professionalism, advice and knowledge of financial planning matters. His communication style is engaging timely and Maks anticipates next steps and was able to guide us in a way that we could understand. Energetic, personable and a big future and recommended by us.
Maks is very knowledgeable, explains everything in details, and always available. He responds promptly and make sure you are well looked after.
Maks was very friendly and explained his financial advice to us in a clear and concise way making it easy for us to understand He also listened to our questions and our requirements and handled them very well.
it is one thing to know what you are doing (and he clearly does), it is another thing to care about it (and he clearly does). very much value the interaction and sharing of knowledge. thanks Maks
- Adviser status Bronze
- Number of reviews 12
- Years of experience 1
- Graduate Diploma of Financial Planning
CBD AdvisoryWestfield Tower 2, Suite 1501A, Level 15, 101 Grafton St
Bondi Junction, NSW 2022
Asvw Financial Services Pty Ltd