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  3. Ljupco Ivanov

OUR PARTNERS & ADVISERS

Ljupco Ivanov

Accreditations

Bachelor of Business (Accounting), Bachelor of Business (Finance), Certified Financial Planner designated from the Financial Planning Association

 

Key areas of focus

Investment and wealth creation, superannuation and retirement planning

Office location

Sydney CBD

Ljupco Ivanov

Financial Adviser

book a meeting with Ljupco

Ljupco completed his degrees in 2014 and achieved his Certified Financial Planner designation in 2019 showing his development and commitment to helping clients with their personal goals and objectives.


Ljupco enjoys discussing his clients’ life stages and asking about the longer terms goals that they have to truly complete wholistic advice for the present and for the future. He is experienced in assisting his clients plan for major life changes from the final accumulation years prior their retirement through to managing their retirement needs well after retirement. Most importantly he keeps discussions on financial concepts simple and easy to understand so that clients can walk away knowing exactly where their financial future is going.


Ljupco believes a sound financial plan is a cornerstone to navigating inevitable change throughout life and enjoys getting to know clients and their unique story.

 

Click here to view Ljupco's latest FSG

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Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

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