Harry Flaskas

Atlas Wealth Advisory

Platinum
17 Yrs Experience
Caringbah, NSW 2229
Harry is the founder & Practice Principal at Atlas Wealth Advisory. He has extensive experience in banking & the financial planning industry for almost 20 years. He is currently studying a Masters Degree of Financial Planning. He is also a member of the Financial Planning Association & registered with the Tax Practitioner Board. Harry’s integrity, along with his personal approach and guidance he offers to our clients is widely acknowledged in the community. He has guided countless clients through their wealth journey to help them reach their lifestyle goals with simple & practical strategies in each stage of their life. Harry has developed collaborative relationships and partnerships with key providers in the investment and insurance world, industry experts and market specialists, ensuring the highest levels of compliance and understanding of increasingly complex regulations and legislation. In his spare time, Harry enjoys travelling & spending time with his wife & 2 children. He is an outdoor enthusiast with a passion in Mountaineering.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 32
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Atlas Wealth Advisory

Shop 2, 28-30 President Ave
Caringbah, NSW 2229

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.90
32 Reviews
5
4
3
2
1
4.95
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 32

Sort by

5.00

"Harry has been guiding me financially since 2012 and has always gone the extra mile to ensure I fully understand all aspects of my investments. I would highly recommend Harry to any new clients seeking financial assistance."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Harry has given my partner and I the tools to invest our money for a first home deposit. Harry was extremely thorough and explained clearly how we could achieve our goals and gave us the confidence to map out a plan suited to us. It helped us to feel comfortable as we navigated the first steps in investing our money and we had his full attention and care during the process. Would highly recommend Harry to anyone starting their financial investment journey."

  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

5.00

"Harry has provided valuable advice in respect to my superannuation. He has provided advice in a clear way which has benefited me in growing my superannuation. I feel very confident that his advice was right for my needs. He always provides full care and attention when I required it."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

4.75

"Harry has always be able to explain things to me in a simple way that I can understand as I never have had any experience with managing my finances. Now I feel more comfortable and confident that I am receiving the right advice in relation to super and share investment. Harry always provides me with advice when I ask and always provides more than enough time to listen and provide relevant info."

  • Government Assistance
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

5.00

"Harry has provided advice in areas of superannuation, insurance, and investment strategies. Harry’s intrinsic knowledge and expertise of the financial markets has enabled me to make informed investment decisions that have seen positive returns, even in the turbulent pandemic market conditions. His attention to detail, customer centricity and deep understanding of investment products makes me extremely confident that Harry’s advice is suitable for my needs. I would highly recommend Harry to any one who is looking for financial advice."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

5.00

"Harry has assisted my wife and I to be ready to comfortably retire after we sought his help only a few years from retirement. Harry has always taken the time to explain in simple terms every piece of advice and strategy he has provided to us. Harry has always been available to speak to us not only at our regular meetings but at any time we contacted him with a question. We have transitioned from unsure about our retirement to being extremely confident of our future. I would highly recommend Harry as he has given us personal service ,sound advice and confidence."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

5.00

"Harry has been providing me with financial advice for many years in specialised areas including retirement, investment, superannuation and taxation and Centrelink. Harry has always been able to explain things in a clear and precise way to us and I feel very confident with the advice he has given us due to his experience, knowledge and professionalism. Harry has always provided his full attention to our financial needs and we are very happy to recommended his services to anyone."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

5.00

"I have been with Harry prior to him joining this organization, i came with him from his previous employer. Harry is extremely knowledgeable and is able to explain all aspects of my investments in my Super fund. He is very personable and i value our relationship."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

4.75

"Harry continues to provide excellent financial service. His knowledge, service and integrity assures me I’m in good hands. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Harry has been amazing. We were without his guidance for a year or so and quickly realised we were lost without him. Everything is clearly and methodically explained to us during our face to face meetings and on occasions when we have needed to contact him by either phone or email his response has always been quick and helpful. We would not hesitate in recommending him to friends and family, and have done so in past. Only the highest praise possible for Harry."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Harry Flaskas profile photo

Harry Flaskas responded on September 2021

"Thank you for taking the time to provide valuable feedback about my service – I look forward to working with you & providing you with support throughout your wealth creation journey."

Showing reviews 1—10 of 32

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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