Financial Planning is about the acquisition, protection and distribution of Wealth
“I help my clients understand the financial implications of the life decisions they make.”
My role as a Financial Planner is to work with my clients to maximise their Wealth position. I do this by
- Understanding their current financial position
- Identifying their lifestyle goals
- Developing strategies to achieve these goals
As part of my process I take the time to conduct a complete review of my client's financial situation, needs and objectives in order to ensure that they are provided with an effective financial plan.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We offer a complimentary meeting to discuss your financial planning needs. At this meeting we will disclose to you our service packages.
At a glance
- Adviser status Silver
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Languages spoken
- English
- Greek
Goldfinity Financial Planning
Suite 2, 1265 Nepean HwyCheltenham, VIC 3192
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135