As the Managing Director of Assured Business & Wealth Advisors Pty. Ltd., I bring over 32 years of experience in the Accounting, Taxation, and Financial Services industries in Australia.
My approach goes beyond merely addressing historical data; I focus on proactive planning to help my clients shape their financial futures.
In addition to my role as an accountant, I am also a qualified mortgage broker and financial advisor.
My firm and I have been recognised with multiple awards including the IPA in 2021 as Member of the Year SSA/NT and in 2023 as National Practice of the Year for our commitment to excellence in service and client satisfaction.
I specialise in providing tailored strategies and solutions for both business owners and individuals, empowering them to create, build, and direct their financial paths toward achieving their lifestyle and financial goals.
I advise clients on optimising the structure of their business and personal financial affairs, assisting them in growing, protecting, and maturing their wealth.
My ultimate aim is to help clients attain financial freedom and security.
In 2012, I earned the designation of Chartered Tax Adviser from the Taxation Institute of Australia and the Chartered Institute of Taxation, further solidifying my expertise in the field.
Expertise
My fees
The fee structure is based on the time, value and complexity of your personal circumstances relating to your specific advice and service needs.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2006
- Years of experience 18
-
Highest qualification
- Associate Diploma of Accounting
-
Languages spoken
- English
- Greek
Assured Wealth Advisors Pty Ltd
2 Stirling DriveMorphett Vale, SA 5162
Opening hours
- 9:00am – 6:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313