About Us

Kofkin Bond & Co. is an Australian, diversified wealth and asset management company. With over 40 years of combined 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 224954) held by Total Financial Solutions Australia.

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 thas 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.

Meet the Team

Every Client is Unique

When we ask better questions, we find better answers that lead to bolder strategies, more efficient operations and stronger performance’s.

Our (vast) industry experience, better-connected practitioners and people-first 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:

  • Investment Planning and Management / Executive Financial Planning
  • Retirement Planning / Self-Managed Super Funds
  • Asset Protection – Insurance
  • Property / Estate Planning
  • Family Office Investment Planning
  • Business Financial Planning and Legacy Planning
  • Financial Planning for Australian Expats living abroad
  • Veteran Financial Services

Tony Kofkin

Managing Partner

Bojana Stefanovic

Director Client Services

Jamie Ardern

General Manager of Operations

Paul Conte

Principal Planner

Joshua Kofkin

Senior Associate

Emily Long

Paraplanner

Willard Llyod

Engagement Associate

Pratistha Khatiwada

Associate

Jonathan Tan

Client Services Administrator

Jeremy Kofkin

Client Services Administrator