Christian Vukman

Jva Financial Services

Platinum
18 Yrs Experience
West Leederville, WA 6007

Recent reviews

Jva Financial Services

141 Cambridge Street
West Leederville, WA 6007

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 23
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

The initial meeting is at our expense. Once we are comfortable we can add value, we can determine the appropriate fee before we move to the next step.

Our fee structure depends on the complexity of your circumstances and the amount of time our team will need to help you achieve your financial goals

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.85
23 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"Christian manages my SMSF with industry updates and changes in strategies when required. He provides the back ground to any decision that affects my SMSF performance and I can always get hold of him when necessary."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"'Christian has given me advice in areas including Cashflow & income, Superannuation and Retirement & Pensions. Christian was usually able to explain things to me in a clear way. Through Christian's knowledge and experience, I feel confident that the advice given suited my needs. I feel I have received Christian's full care and attention when needed .'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Christian advises us on all aspects of our portfolio and assists us on our My Gov reports he explains things clearly. We are very confident in his advice and feel he is very caring."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christian has enabled me to introduce my son to a long term investment portfolio to ensure his financial road is secure. Christian was able to explain clearly and concisely which path to take and allowed my son input into the process and gave guidance and encouragement which made Cameron feel secure in investing his hard earn savings. I have every confidence in Christian as he has been my adviser for the past 12 years and hope to have a third generation with JVA with success the outcome."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christian and the JVA Team have been an enormous help in steering me through the experience of the purchase of my first home. They have instilled confidence in me, and I feel that I am in the safest of hands in making good financial decisions."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christian and the team at JVA deliver a consistently and dependable friendly, competent and expert service from a well appointed office, from first contact at reception through to completion of their professional service. The board room where meetings are held is well equipped with well designed audiovisual aids that clearly illustrate the explanation and background to investments, fund performance and future planning being offered. Christian's sound knowledge of superannuation and financial planning is reassuring in itself but his personalised service demonstrates his genuine intent to make sure the management of our funds suits our particular situation now and into the future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christian has persistently provided expert and knowledgeable advice and support in all areas of financial management. I have been incredibly happy with the level of personal commitment from Christian which ensures I had a complete understanding of the advice given and was able to feel very much involved and in control of my own personal financial future."

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

"Christian provides us advice with our financial planning and superannuation planning in a professional manner that gives us confidence that we're in good hands."

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

"Christian’s advice is well researched, and usually ‘spot on’! He understands the complexities of SMSFs and for semi-retirees, the budgetary and tax implications of SMSF pensions. With his advice and that of his father, John before him, we have managed a satisfactory transition to retirement with the minimum of fuss. Thanks to Christian and his team."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'As a long-standing client of Christian, and John before him, I have appreciated the clear and logical advice and attention that I have received. As a consequence, I am now heading towards retirement very confidence that I will be able to enjoy it in the way that I have always hoped and free from worry about future finances'"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

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

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

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2017

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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