Maks Mashkivskyy

CBD Advisory

Bronze
2 Yrs Experience
Bondi Junction, NSW 2022

“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

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.92
  • Number of reviews 19
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Russian

CBD Advisory

Westfield Tower 2, Suite 1501A, Level 15, 101 Grafton St
Bondi Junction, NSW 2022

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176