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Dimitri Kondilis

Kondilis Financial Planning

Silver
9 Yrs Experience
Rockhampton City, QLD 4700

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Budgeting

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 St
Rockhampton City, QLD 4700

Opening hours

  • 10:00am – 4:00pm Monday – Thursday

Meeting methods

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

Licensed by

Spark Advisors Australia

AFSL 380552