Serge Stanislavski

B.COM (Economics, Finance & Financial Planning)

Serge is passionate about providing advice that is engaging and easy to understand. Keeping his client’s best interests in mind, he ensures each strategy adds value to their financial position and assists in achieving their objectives. His role involves:

  • Wealth creation and retirement planning strategies

  • Risk management and personal insurance strategies

  • Investment Portfolio structuring, including the use of Trusts and Self Managed Superannuation Funds

He holds a Bachelors degree in Commerce (with Distinction) - Deans Scholars Program at Deakin University, is completing postgraduate studies in financial planning and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

To book a time to chat or meet, please use the form below.

 
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