Goran Velevski
Hi, I’m Goran, and I’ve been a financial adviser for over a decade. I’ve worked in the financial services industry since before I even graduated from university.
Before I became an advisor, I worked as an accountant. I started by entering and classifying receipts into Excel, then moved on to completing personal tax returns, company tax returns, and financials. I even worked on SMSF tax returns and financials.
One day, I asked the director what financial planners do. He said, ‘Oh, they just go and have coffee all the time.’ That might explain why I love coffee so much!
I then started my first role in a firm where I was part of a lead generation team and had to cold call. I was shocked by what I had gotten myself into.
Now, I really enjoy being a financial adviser. I help my clients look forward and visualise what’s possible, rather than talking about the past that’s already happened. I truly believe that your next days are your best days.
I’m based in Melbourne and have a wife and daughter. We love spending time together and being outdoors when the weather permits in Melbourne.
How can I help you today? If you’re in Melbourne, let’s catch up in person! If you’re anywhere else in Australia, no worries—I’m still happy to chat and find the best solutions for you.
- Richmond
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