Financial Adviser · SYDNEY, NSW

Ljupco Ivanov

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001248775

Ljupco Ivanov is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Ljupco is currently authorised under Psk Advisory Services Pty Ltd. Ljupco holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Ljupco is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Business (Accounting)
Monash University
2014
Bachelor of Business (Banking and Finance)
Monash University
2015
Diploma of Financial Planning
Monarch Institute
2016
Advanced Diploma of Financial Planning
Monarch Institute
2019
CFP Certification Program
Financial Advice Association Australia (FAAA)
2019
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Sep 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Aug 2019 - Sep 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oct 2016 - Aug 2019 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register