Arthur Kallos

Spark Financial Group

Gold
21 Yrs Experience
Brighton, VIC 3186
As a life long dedicated financial planning professional and Australian Financial Services Licensee supporting multiple practices, Arthur also assists a number of personal clients and their families with their Advice needs.  Under the Spark Advisory banner, clients receive a high level of personal service across the following areas: * Budgeting and cash flow management * Investing in managed funds * Debt management * Personal insurance * Superannuation strategies * SMSF investment strategies * Retirement planning * Estate planning * Aged Care advice * Ongoing advice

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 12
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Spark Financial Group

Level 2, 181 Bay St
Brighton, VIC 3186

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.80
12 Reviews
5
4
3
2
1
4.90
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 12

Sort by

4.75

"Arthur, George and team helped us work through a challenging situation over a period of around six months. Through their expertise, reassurance and guidance, we reached a successful outcome. Their level of customer service was outstanding with almost daily phone conversations and emails. We are truly thankful for all their assistance throughout this period and look forward to our continuing relationship. We are confident that the advice we received was right for our needs as we plan for our future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Arthur has given me advice in areas including self managed super funds and investments. Arthur was always able to explain things to me in a clear way. Through Arthur's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Arthur's full care and attention when I needed."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

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

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

"I found Arthur to be very detail driven. His depth of financial knowledge allows him to explain things to others in a very simple way, without all the jargon."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"From a disaster from our previous financial adviser, Arthur has taken on my wife and myself and already has done more for us than we have had done in the past. He has fixed up the numerous mistakes that were made and helped us secure our first investment property through our SMSF. Having someone who is in regular contact, replies almost instantly to emails and is available on the phone, is great. We have a lot more to do with Arthur, but the foundations have been laid for a great ongoing relationship,."

  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"You must have confidence in an advisor to understand what YOU require in financial affairs .Arthur understands this."

  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arthur has provided advice to me and my husband on retirement goals and superannuation he prepares documents that are easy to understand Arthur makes himself personally available to talk to when needed."

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

"Arthur and his team are very knowledgeable and go out of their way to keep me updated on my portfolio."

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

"All good to date"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Arthur takes the time to listen properly first ,to understand what our real aims are. The strategies were clearly explained (including the fees and risks) and were acted upon promptly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

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

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Adelaide (UOA)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1999

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2019

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Integrity Education Group
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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