Theo Balomenos
Bridges Financial Services Pty Ltd
With over 20 years' experience I have seen the ups and downs and everything in between. I am a Certified Financial Planner, which is the highest qualification of our profession and means that I am committed to a strict code of professional conduct and ethics.
My areas of expertise include:
- Wealth creation strategies
- Protecting your wealth
- Debt management
- Looking at what retirement planning look like for you
- Maximising social security benefits
- Understanding superannuation and how it can benefit you
- Self managed superannuation funds
My goal when working with you (and all my clients) is to have you leaving our meeting feeling better than when you walked in.
If you would like to discuss further, I would be more than happy to hear from you.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFirst meeting is complimentary, and you will take something from it. If you feel I can add value and wish to proceed to a financial plan you will know the price of the financial plan and the ongoing service agreement prior to agreeing to go ahead. The price takes into account the strategies required, and the time taken to implement the advice to make it as simple and as easy as possible for you.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2004
- Years of experience 22
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Greek
Bridges Financial Services Pty Ltd
Level 19, 91 King William StAdelaide, SA 5000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837
