Meet Kosta, a dynamic leader in the world of private wealth and financial strategy. With a career spanning leadership roles in financial advice, lending, and operations, Kosta is passionate about delivering sophisticated financial solutions that empower high-net-worth clients to achieve their goals.
Currently serving as Head of Operations at Bridge Private Wealth, Kosta is dedicated to driving operational excellence and refining processes to optimise client outcomes. A specialist in debt structuring and financial advice for complex accumulators, he combines his deep industry knowledge with strategic insight to uncover efficiencies and enhance financial success.
Kosta’s approach is built on the foundation of high-quality advice and open, consistent communication—key elements in fostering trust and long-term client relationships. Holding a Bachelor of Business and a Graduate Diploma of Financial Planning, he continues to expand his expertise by pursuing a Master’s in Financial Planning.
Join us in this episode as we dive into Kosta’s journey, his expertise in private wealth, and the principles that guide his approach to financial success!
You can find Kosta on instagram: @wealthwithkosta
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Spotify: The Evolv. Podcast by Brendon and Rianon - https://open.spotify.com/show/51NMZWTSiw9JvLeDdgek1m?si=65b996199b6d4b58
