Kofkin Bond & Co is an Australian, diversified financial planning and asset management company. With over 30 years of experience, we work with individuals, families, businesses and institutions to deliver services and solutions that help build, preserve and manage wealth.

Across our business our people focus on protecting and growing clients’ wealth, with a relentless focus on consistent delivery over time.

This is supported by the Australian Financial Services Licence (AFSL 227232) held by Count Financial Limited. Our Wealth Advisory service practitioners have deep industry experience, are better-connected across industries and adopt a people-first style that assists our clients to thrive in a (transformative) world that is forever changing.

Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to all our client’s needs, building relationships while helping clients to recognise and realise their financial goals and ambitions.

“We ensure that the right amount of money, goes to the right person, at the right time. Tax effectively. Our wealth advisers work closely with business advisory and financial wealth practitioners across the globe. This collaborative approach inspires us to ask better questions, design better answers and realise long lasting results for our clients.”

Tony Kofkin - Managing Partner

 

Every Client is Unique

We take a holistic approach to all our client’s needs, building relationships while helping clients to recognise and realise their financial goals and ambitions.

When we ask better questions, we find better answers that lead to bolder strategies, more efficient operations and stronger performances. Our industry experience, better-connected practitioners and people-first working style help our clients thrive in a transformative world.

To achieve individual goals, we draw upon a comprehensive pool of resources and services to provide our clients with opportunities that they may not have previously considered.

These services include:

Meet the Team

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Rejina Amatya

Client Services Officer

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Jamie Ardern

Partner/General Manager of Operations

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Jessica Ardern

Managing Partner | Kofkin Bond Capital

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Kieren Cacoutas

Client Services Officer

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Lucy Claxton

Financial Adviser

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Pratistha Khatiwada

Accountant

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Joshua Kofkin

Financial Adviser

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Tony Kofkin

Group CEO & Managing Partner | Private Wealth

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Matt Leech

Principal Planner

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Willard Lloyd

Marketing Manager

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Yini Long

Paraplanner

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Laura Mitre

Client Services Officer

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Jordan Odd

Client Services Officer

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Jacquie Romero

Managing Director | EliteCircle Insurance

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Vaughan Smith

Financial Adviser

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Bojana Stefanovic

Partner/Director of Client Services

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John Todd

Relationship Manager

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