We are on a mission to be Australia’s #1 choice for a Second Opinion.
Based in Rockhampton, Central Queensland. I believe Financial Planning is a area of managing projects over ones life.
- My Philosophy is simple. The overall need for any client is the ability to pay for things when they want to.
- Growing Wealth is a trap and a made up notion to get people into investments that benefit the adviser and not the client. ( Wealth quickly reduces when you have to pay for something i.e a home or stop work)
- My model merges client experience + technology + financial planning + investment management.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Our Fess are open and fair.
We have a fee for Financial Planning as well as a fee for Portfolio Management.
At a glance
-
Adviser status
Silver
- First year providing advice 2016
- Years of experience 9
-
Highest qualification
- Bachelor of Financial Planning
-
Languages spoken
- English
- Greek
Kondilis Financial Planning
Suite 3, 75 East StRockhampton City, QLD 4700
Opening hours
- 10:00am – 4:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Spark Advisors Australia
AFSL 380552
