Deline Jacovides

Ngs Super Pty Ltd

Platinum
9 Yrs Experience
Brisbane City, QLD 4000
Deline currently provides comprehensive strategic financial advice and is licenced through Guideway Financial Service (AFSL 420367). Deline focuses on education and empowering you to feel confident in your financial affairs. She provides advice on a fee for service basis and offers a complimentary initial consultation meeting. She provides advice on: * Cash flow, budgeting & debt management * Superannuation, including SMSF * Retirement advice * Insurance (life cover, TPD, Income Protection & Trauma) * Investments * Redundancy * Social security (Centrelink advice) * Aged care advice * Estate planning Deline has been named a finalist for the following awards: • Money Management Women in Financial Services Rising Star- finalist • Women in Finance Young Leader of the Year- finalist • SMSF & Accounting Awards Newcomer of the Year- finalist

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Ngs Super Pty Ltd

Level 6, 157 Ann St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday
  • 9:00am – 5:00pm Tuesday – Friday

Meeting methods

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

Licensed by

Guideway Financial Services Pty Ltd

AFSL 420367

4.90
17 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"Deline is warm and friendly and always makes us feel welcome and comfortable. She explains complex financial concepts using everyday language and easy to follow diagrams so the concepts are easier to understand. Deline is very thorough in her planning process. She asks us to complete risk profiles and does a comprehensive review of our financial position every time we review with her. Deline always gives us a number of options to consider before designing our financial plans and does not pressure us at all. She is clearly knowledgeable, independent and ethical in her practice. We have followed her advice for a number of years and this has been very effective in helping us with our retirement. We have recommended, and will continue to recommend Deline to family and friends because both my husband I trust her and feel reassured about our financial position after following her advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From the first time I met Deline, I was made to feel comfortable talking about my affairs. Deline explained things so I could understand and she always ensures I have all the information.

I have been very happy working with Deline and would certainly recommend her to other family and friends."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deline has given me her expert advice on my transition to retirement, superannuation, managing my funds, property investments and aged care for my mother. Deline always explains everything to me very clearly and answers all of my questions in a respectful manner. I always feel more confident and less stressed about dealing with my financial matters after speaking to Deline. I have received Deline’s full care and attention whenever I have needed it. I would highly recommend Deline to my family and friends."

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

"Deline has given me advice in areas including super funds, insurance, wills and managing debt. Deline was able to explain things to me in a clear way. Through Magdeline's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Magdeline's full care and attention when I needed it."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Deline gave my husband & myself advice about how to invest our savings from the sale of our primary place of residence. This included information on our superannuation, setting up new accounts to ensure that our invested money would be working for us. Deline explained things in a clear and easily understood manner. We both trust her advice and know that we can contact her in the future."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Magdeline's suggestions and guidance very helpful indeed. There were some complexities that Deline helped us consider, understand and navigate through for our best advantage. Not only would we recommend Deline to others, but we already have done so! We could not have set up our financial future to this extent without Deline's competent, comprehensive guidance. We are confident that Deline listened to our goals very well and her plan has followed our goals perfectly. We feel confident that, even in these particularly uncertain times, the advice given was exactly right for our needs and goals. Great work Magdeline. We really appreciated your professional, friendly, patient and expert financial advice. Tom and Anne Kerr."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deline has been extremely helpful in guiding my husband and I through increasing our super, transition to retirement and income streams. She is up to date with legislation, knowledgeable and explains everything in a way that is easy to understand. We would highly recommend her to anyone wanting a very experienced financial adviser."

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

"We have had the pleasure of working with Deline this past year, and will continue into the future. She was approachable in every area and welcomed any question that my wife and I had. If, at first we didn’t understand, she would not move forward until we grasped every concept. We would leave every meeting with peace of mind. We look forward to continuing our financial journey with Deline."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deline has been such a help to my husband and I when we have felt so lost with all things finance. Deline was always available to chat or give timely advice. She also would take the time to explain in detail if we were unsure or had questions. She has also made the whole process very seamless and easy to action. From showing us where to sign or fill out forms and then communicating to 3rd parties on our behalf. We could not recommend her enough! Thank you."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Deline has provided advice, and continues to advise my wife and myself, on effective superannuation planning and implementation, and retirement planning. She did a full analysis of our requirements and future plans and came back to us with options and possibilities, which were explained clearly and simply so that we could choose the best options for us. She even provided easy to follow graphics that showed the flow of changes needed, complete with appropriate dates/life stages. These helped immensely, particularly when we needed to refresh our memories. She followed through very thoroughly, providing support over the life of the program she developed. She has always been professional, supportive and friendly - interested in helping us achieve our best future. In all, 10 out of 10."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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