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Dennis Koklas

Retire Right Wealth Management

Bronze
20 Yrs Experience
Preston, VIC 3072

With over 20 years of experience in the banking industry, I am a passionate and dedicated senior financial planner committed to helping individuals and families achieve their financial goals. I hold a Graduate Diploma in Financial Planning and an Advanced Diploma in Financial Services, which enhance my ability to provide comprehensive financial guidance. I firmly believe that “if you fail to plan, you plan to fail,” and I take pride in guiding my clients toward a secure and comfortable retirement.

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Greek

Retire Right Wealth Management

Corporate One- Ground Floor, 84 Hotham St
Preston, VIC 3072

Licensed by

Lifespan Financial Planning

AFSL 229892