Michael Paraskevopoulos

Sovereign Oak Financial Advice & Wealth Management

Gold

6 Yrs Experience

Barangaroo, NSW 2000

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Hi – I’m Michael, financial adviser and co-founder of Sovereign Oak, an advisory firm based in Sydney, Australia. We help:

🏪Business owners who are too busy to manage their personal finances.

💼High-income earning professionals looking to maximise their financial potential.

🪙High-net-worth families wanting someone to manage their legacy.

🧓Retirees (or those getting ready to retire) who want a partner to help protect their nest egg.

At Sovereign Oak, we believe in building lasting relationships based on trust and transparency. Our team is dedicated to understanding your unique financial goals and crafting tailored strategies to help you achieve them. Whether you’re looking to grow your wealth, protect your assets, or plan for the future, we’re here to guide you every step of the way.

Our personalised services include:

✅Tax Minimisation

✅Investment Advice & Implementation

✅Portfolio Management

✅Superannuation & Self-Managed Super Funds

✅Retirement Planning

✅Debt Strategies

✅Cashflow Strategies

✅Asset Protection

✅Personal Insurance

✅Estate Planning

✅Philanthropy

✅Family Office Service

✅SME Advice & Support

Ready to take control of your financial future? Let’s connect and explore how we can help you achieve your financial goals.

📞 (02) 8529 0979

📧 michael.para@sovereignoak.com.au

🛜 www.sovereignoak.com.au

Sovereign Oak Pty Ltd ABN 39 678 706 280 and Michael Paraskevopoulos are Authorised Representatives of Sovereign Oak Wealth Management Pty Ltd ABN 55 678 705 158 an Australian Financial Services Licensee (AFSL no. 560156).

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Small Business Advice
Tax Strategies
Wills & Estates

Your financial thumbprint is unique, as is the value we can provide you. Since our fees are based on the value you get, we can’t know the cost until we get to know you. That’s why our first meeting is free.

After the first meeting, we'll give you an Engagement Letter that outlines our understanding of what you’re looking to achieve, our approach to help you achieve it, and our fees. We typically charge a flat fee on a monthly basis.

5.00 January 2020

Michael provided me with extensive choices and knowledge in super funds and all round cover insurance. He always explained things in a clear way. Through Michael’s knowledge and experience I feel extremely confident that the advice given was right for my needs. I always received Michael’s full care and attention when I needed it.

5.00 December 2019

Michael assisted my understanding in a very complex area with regards to Insurance and Superannuation, as well as the most effective tax strategies for these services. Michael was very punctual in returning my calls, professional in answering my questions, and patient in providing me the necessary information I needed to make an informed decision. I have already recommended Michael to people I know.

5.00 October 2019

Michael has given us advice in areas such as superannuation, insurance and wealth management for our children. He has been very effective in communicating information in a clear and logical manner. Because Michael is clearly prepared, competent and diligent, we feel confident that his advice was right for our needs. We have always received Michael's full care and attention when we need it.