Danny Stojovski

About

My goal is to provide an 'easy to understand' approach to personal wealth management. Whether it be wealth accumulation strategies, retirement planning or wealth protection, I aim to offer my clients a professional and personalised service.

Experience

• Authorised Representative at Invest Blue
  May 2015 - Present · 11 yrs 2 mos

• attendee at Portfolio Construction Inc
  2016 - 2016 · Less than a year

• Wealth Management at HLB Mann Judd
  Jan 2014 - May 2015 · 1 yr 5 mos

  - Wealth Management - Annual Client Review Documents - Investment Portfolio Reviews - Strategic Statement of Advice Documents - Retirement Planning - Superannuation Strategies - Risk Insurance

• Financial Planning at Lambert Investments
  Feb 2011 - Jan 2014 · 3 yrs

  - Providing Financial Advice (Risk Only) - First Point of Contact - Client Service Manager - Constructing Compliant Statement of Advice Documents - Annual Reviews of Risk Insurance Policies

• Customer service at The House of Golf
  Jan 2000 - Jan 2010 · 10 yrs 1 mo

  - Store Management - Inventory Management - Implement Merchandising Strategies for 'Point of Sale'