Our Team

Ljupco Ivanov
Private Client Adviser

Ljupco has been committed to his professional growth since completing his degrees in 2014 and earning his Certified Financial Planner designation in 2019. With a strong foundation in financial planning, he focuses on helping clients achieve their personal goals and long-term financial security.

Ljupco enjoys discussing his clients’ life stages and understanding the longer-term goals to provide holistic advice for both the present and future. He is experienced in assisting his clients through major life changes, from the final accumulation years before retirement to managing their retirement needs long after. Most importantly, he simplifies financial concepts, ensuring clients walk away with a clear understanding of where their financial future is going.

He believes a sound financial plan is a cornerstone to navigating life’s inevitable changes, and he enjoys getting to know his clients and their unique stories.

Accreditations
  • Bachelor of Business (Accounting)
  • Bachelor of Business (Banking and Finance)
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Ethics and Professionalism in Financial Advice
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Sydney office