KOSTA ATANASOV - Adviser  Email: K.Atanasov@ejm.com.au  Mobile: 0404 379 786

KOSTA ATANASOV - Adviser

Email: K.Atanasov@ejm.com.au

Mobile: 0404 379 786

About

Experience

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)

  • insurance

  • Investments

  • Centrelink & Aged Care advice

  • Retirement Planning

  • Debt Reduction & Budgeting/Cash flow Analysis

  • Margin Lending and Geared Investments

Qualifications

  • 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.     

 

 

 

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