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Nicholas Kakalis

 Nicholas Kakalis

Share profile:
80-82 Keilor Road Suite 32a
Essendon
VIC
3040
AU

Overview CONTACT THE ADVISER

Nicholas Kakalis Nicholas Kakalis

total Reviews

10

Experience

7yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I am a passionate adviser who believes that every family should have their finances sorted so that they can enjoy their life without the worry of financial stress.

With an Accounting and Mortgage background, holistic financial advice puts all the pieces together to sort your finances and ensure life is enjoyed.

Company:

Finance UnLtd Pty Ltd
Finance UnLtd Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

IOOF Holdings Ltd
IOOF Holdings Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Loan ProductsLoan Products
My fees
  • Free Initial Consultation
  • Personal Advice starting from $550
  • Ongoing Advice starting from $1100.00

Our first meeting is always free and no obligation. From there, we can tailor a package that will make sure you are in the best position possible.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 10 total)See all

"Nick allowed us to feel positive and confident about our future. His support, professionalism and understanding of our needs made us feel comfortable throughout the process. We appreciate all of the time and effort he has put in for us. Thank you! "

Natalie, Under 35 18 Apr 2018

"Nick made us feel at home and at ease. His determination and knowledge is second to none and we could not have asked for a better financial adviser. Thank you to Nick and his team for all their hard work and senserity. "

Samatha , 35-45 18 Apr 2018

"Nicholas is very professional. He does give you knowledgeable advice and also looks after his clients account and looks out for the benefit of the clients needs. He is very compassionate about what his does and keep us up to date with all the information regarding investment, interest rates and many other information. what I like about Nicholas he understand the clients he assists. so far the best I come across for financial advise."

Ondina, 56-65 18 Apr 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • Connective Excellence Awards - Commercial Broker of the Year VIC/TAS - Winner (2016)
  • Connective Excellence Awards - Commercial Broker of the Year VIC/TAS - Winner (2017)
  • Aust Mortgage Awards - Broker of the Year - Insurance - Finalist (2016)
  • Aust Mortgage Awards - Broker of the Year - Insurance - Finalist (2017)
Years of experience
  • 7 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 32a
80-82 Keilor Road, Essendon
VIC 3040 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 10 Total Reviews
Natalie, Under 3518 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick allowed us to feel positive and confident about our future. His support, professionalism and understanding of our needs made us feel comfortable throughout the process. We appreciate all of the time and effort he has put in for us. Thank you! "

Samatha , 35-4518 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick made us feel at home and at ease. His determination and knowledge is second to none and we could not have asked for a better financial adviser. Thank you to Nick and his team for all their hard work and senserity. "

Ondina, 56-6518 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nicholas is very professional. He does give you knowledgeable advice and also looks after his clients account and looks out for the benefit of the clients needs. He is very compassionate about what his does and keep us up to date with all the information regarding investment, interest rates and many other information. what I like about Nicholas he understand the clients he assists. so far the best I come across for financial advise."

Arthur, 65+16 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick has been fantastic in helping understand the complexities of Super, and how best to manage our retirement. We would be happy to recommend him to anyone as he is very helpful."

Alexandra, 56-6516 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick makes things so easy to understand and is always looking for ways to maximise benefits for our family. I trust his advice and value his opinion."

Belinda, 46-5516 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The service provided was outstanding. I highly recommend Nick Kakalis as a broker."

Sam, 35-4516 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Professional. Meets and exceeds expectations. Highly recommend "

Alexia, Under 3516 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick has been amazing in helping us secure a loan for our first home! He answered all our questions efficiently and made sure we understood everything before moving to next steps. I would highly recommend Nick to my family and friends! "

Tuna, 46-5515 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"His someone you can trust and get the job done and done right."

Chris, 35-4515 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick always keeps us informed of our investments and loans and makes sure we always have the best products for our needs. He always has our best interests at heart."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Loan Products
STRENGTH
6
Customers

#2
Insurance Protection
STRENGTH
5
Customers

#2
Savings Investment
STRENGTH
5
Customers

#3
Preparing For Retirement
STRENGTH
3
Customers

#4
Building Super
STRENGTH
2
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#4
Managing Debt
STRENGTH
2
Customers

#4
Self Managed Super Funds
STRENGTH
2
Customers

#5
Derivatives
STRENGTH
1
Customers

#5
Estate Planning
STRENGTH
1
Customers

#5
Small Business Advice
STRENGTH
1
Customers

#5
Socially Responsible Investments
STRENGTH
1
Customers

#5
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

80%

Nicholas Kakalis

Company: Finance UnLtd Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Nicholas Kakalis is a member of and in what capacity, the licensee or company of Nicholas Kakalis and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Nicholas Kakalis (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%