enquiries@kofkinbond.com.au     03 9111 2675

Bojana Stefanovic

Partner/Company Director
Kofkin Bond & Co Pty Ltd

Bojana is a Partner/ company Director and shareholder of Kofkin Bond & Co. Bojana has worked with Tony Kofkin since February 2004 and has been a Partner since 2010 in various companies that now form the nucleus of what is Kofkin Bond & Co. Although Bojana is a qualified financial planner and Authorised Representative, she does not advise clients but is the Director of Client Services.

Bojana Stefanovic-min

Key Points (Achievements)

  • Client Services: Bojana in her role as client services director is responsible for the smooth running of all the client service departments and staff. She personally ensures that our  valued clients expectations are being constantly met and is the liaison between Kofkin Bond & Co and our Licensee; Total Financial Solutions Australia.

Focus Areas

Kofkin Bond & Co in conjunction with our partners in the FBN is one of the country’s leading financial services business advisors specializing in companies with turnovers up to $500mill. Bojana’s key focus is ensuring that everything we advise upon and implement or outsource is seamlessly put in place and runs smoothly at all times for our valued clients

“My role is to ensure that we continually hit our high standards in ensuring that through our service offerings all of your needs are being met, not just by our planners and support staff but also by our referral partners, outsourced partners, FBN members and service suppliers. At Kofkin Bond & Co we embrace change and technology and thus ensure that our clients lives are made easier when using us.

One of the most important roles that we have to help our clients with from time to time is insurance claims. In the event of a life or trauma insurance claim this can be one of the most emotional times a client or their partner can ever be faced with. Our job is to ensure that this process is seamless.

This is where I believe we are a step ahead of all other firms in Australia. By working in conjunction with our referral partners we ensure not only that our clients have the correct sums insured with the appropriate insurance companies and the correct ownership structures but we also ensure that in the event of a claim that the proceeds are paid to the beneficiaries through the correct structures that our lawyer partnerships will set up,  whether it be the activation of a shareholders Buy/Sell agreement, Keyperson coverage or insurance flowing to beneficiaries through a Testamentary Trust.

I am also very proud of our Funds Management partnerships that don’t just ensure that our clients fees are kept low but how their investments are protected from potential fund lock outs and fraud that occurred during the GFC”

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