Kosta Atanasov

Cadre Capital Partners

Silver
16 Yrs Experience
Docklands, VIC 3000
I have been in the financial planning industry since 2006.  I have a passion for looking after my clients and most importantly their families.  The most rewarding moment in what I do is when I see the smile on my client/s that reinforces what I do and why I do it - which is to create happiness in my clients' lives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.75
  • Number of reviews 15
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Cadre Capital Partners

Level 5, 171 Collins St
Docklands, VIC 3000

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.75
15 Reviews
5
4
3
2
1
4.65
Clear communication
4.75
Knowledge & expertise
4.65
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.75

"Kosta has provided advice in areas including insurance, risk management, ethical super funds and property investment. Kosta attentively gauges the values and needs of the client resulting in tailored and sound financial advice. I’ve enjoyed our annual reviews and other sessions we have had with Kosta and his advice has enabled us to make some bold decisions and has given us more confidence about our financial future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kosta has been helpful with guiding me in relation to financial decisions depending on what stage of life I am in. He has been approachable and knowledgeable."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Kosta has given me advice in areas including super funds, future planning, financial investment and pensions. Kosta was able to explain things to me in a clear way. Through Kosta's knowledge and experience, I feel very confident that the advice given was right for my needs. I always have received Kosta's full care and attention when I needed it. 'I have been a client of EJM Financial services for more than 20years and Kosta has been my advisor for the past 2 years. During this time I have found his advice to be very beneficial to my future planning...Kosta is very professional and friendly in his approach.."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kosta has always been striving to get the best outcomes for us and always made himself available to us. He has always gone above and beyond to sort out any issues as quickly as possible. Kosta usually has other ideas at the ready as our needs change."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Kosta has given me advice and helped me manage my superannuation fund, I usually receive Kosta's support when I need it, whether drawing funds from my super account or chaning it to gain a better outcome."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kosta has given me advice in areas including ethical super funds, financial risk management, insurance and property investment. Kosta explains things in a way I can understand, his advice always reflects understanding of my values and I feel a lot more confident about my financial future due to his advice. I have come to enjoy our annual reviews as I always learn something worthwhile and I have revommended Kosta to several of my friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kosta always understood our situation and helped us move forward through the changes we were making. Nothing seemed too hard for him. He took an interest in us and our lives. Very pleasant to deal with. Feels like a friend as well as a trusted advisor."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kosta has given me advice and help for my superannuation and my retirement he always there"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kostas is all ways they when we need him for advice with our super he explain things clear."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kosta has advised us on saving for retirement and making the most of our super and set up n the appropriate pension funds etc. His explanations are always clear and easy to understand and always give us his full attention."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2006
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