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Yianni Palios

Ozplan Financial Services Pty Ltd

Bronze
1 Yr Experience
Mitcham, VIC 3132

Having a strong sense of vision and purpose, I am a passionate Provisional Financial Adviser who takes pride in applying my skills, knowledge and experience to help guide clients into achieving their financial goals and objectives at any stage in their life.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2023
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Languages spoken
    • English
    • Greek

Ozplan Financial Services Pty Ltd

701 Whitehorse Rd
Mitcham, VIC 3132

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ozplan Financial Services Pty Ltd

AFSL 221235