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Corey Kovac

Forbes Wealth Planning

Bronze
1 Yr Experience
Modbury, SA 5092

I embarked on my journey in the Financial Planning industry in 2021. I joined our Forbes Wealth Planning in August 2022, and finalised my Professional Year in December 2023, which entailed extensive supervised work and training.

Navigating the ever-changing currents of life, I readily anticipates the opportunity to offer our existing and new clients, a sense of security and assurance, knowing that their financial plans will enable them to lead their best lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Forbes Wealth Planning

Suite 4, 977 North East Road
Modbury, SA 5092

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880