I have worked in the financial services industry for over 20 years and specialise in.
› Retirement Planning
› Superannuation strategies and helping you choose the right investment strategy.
I hold a Graduate Diploma in Financial Planning and a Graduate Diploma in Applied Finance and Investments
My 20+ years’ experience has helped me develop specialised knowledge in superannuation, retirement strategies, portfolio construction and Centrelink strategies.
I provide a personalised approach and help make complex financial concepts easy to understand. I want to make you feel comfortable in implementing any advice recommended.
I am extremely passionate about helping people achieve their personal and financial goals and living a better life in retirement.
Stavros was very friendly very informative very patient and explained all our needs putting us at ease as we transition into retirement, I also recommended Stavros to a friend of ours and they have said how happy they were to deal with him also we have no problem recommending Stavros to others.
We are happy to say we have retired comfortably with the advice provided by Stavros
My wife and I are lucky that we found Steve to setup our financial plan for our retirement. Before we both retire from our work, we have been shopping around for financial planners and talking to few of them for their financial advise. But just on our first meeting with Steve, we immediately felt comfortable discussing with him our financial goals and what we hope to achieve for our retirement. His friendly personality and ability to make us understand those complex financial matters which are very new to us, made our decision to trust him with our retirement plan easy and without hesitation. He was very thorough and patient with us in going thru all those documents and requirements and he always updated us on the progress. He always try to respond quickly to each query and sends us a message that he will reply later when he is busy. The setting up of our Account Based Pension for my wife and I took quicker that we expected. We were actually on our overseas holidays when the transfer of our Super Funds to the Pension Accounts were happening and we were worried that if there were any issues, we will not be able to attend to them quickly. But Steve assured us that there should not be any problem and he was updating us of the progress. We were so impressed because the first income from our Account Based pension actually went to out bank account while we were still on our holidays. Now, we have peace of mind and started enjoying our retirement knowing that our financial goals are in place.
We will definitely recommend Steve to our friends, relatives and anyone when they are looking for a financial planner that they can trust.
I was referred to Steve through my son when I was approaching retirement age. Since our initial interaction and his guidance through the myriad of forms and requirements, I have had total trust in Steve and his advice and recommendations. He has responded quickly to each and every query and maintains a professional yet friendly demeanour when speaking to him. I would have no hesitation recommending Steve to any of my friends and family.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2007
- Years of experience 16
- Graduate Diploma of Financial Planning
AustralianSuper Pty LtdLevel 30, 130 Lonsdale St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Industry Fund Services Ltd