I have been in the financial planning industry for over 12 years and have joined the EJM team in 2018. The most rewarding part of what I do is seeing the happiness and relief clients experience when they know their financial needs are being looked after so that they can focus of living their lives. I see myself as my clients’ financial problem solver, I take a holistic approach to putting in place a plan for my clients and most importantly their families.
I can provide a range of services to meet your needs including:
Superannuation & Self Managed Super Funds (inc LRBAs)
Centrelink & Aged Care advice
Debt Reduction & Budgeting/Cash flow Analysis
Margin Lending and Geared Investments
Diploma of Financial Planning
Advanced Diploma of Financial Planning
Bachelor of Business (E-Commerce) from VUT
Bachelor of Arts (Multimedia) from VUT
More about Kosta
I’m passionate about soccer, so much so that in my other life I am Soccer coach to a bunch of teenagers at a local club.
I enjoy getting out in to the great outdoors, from hiking in the Grampians to paddle boarding in the river system behind Anglesea.
Love to travel and discover new places.