His career spans senior roles with organisations including Challenger, Perpetual, IOOF (formerly Lachlan Partners), IFS, and Paradigm, where he developed a strong track record in business operations and advice support.
Kosta leads operational strategy and support for Ironbark Private Wealth, overseeing business performance, governance, AFSL compliance, SMSF accounting and tax functions, and financial reporting. He plays a key role in strengthening systems, improving efficiency, and enabling advisers and support teams to deliver high-quality client outcomes.
He holds a Bachelor of Business, an Advanced Diploma in Accounting and Financial Planning, is RG146 compliant, and is a Registered Tax Agent.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.