Theo Marinis

Financial Strategies (SA) Pty Ltd

Gold
35 Yrs Experience
Norwood, SA 5067

Recent reviews

Financial Strategies (SA) Pty Ltd

49 Beulah Rd
Norwood, SA 5067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 1
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualifications
    • Certified Practicing Accountant (CPA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Wills & Estates

Licensed by

Financial Strategies (SA) Pty Ltd

AFSL 326403

4.80
1 Review
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"Theo helps me to feel at ease with my investments which have been of a concern to me since the passing of my husband 4 years ago. He is attentive and listens to these concerns and works with me to organise a portfolio which I am now very comfortable with."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Associate Accountant

Level
0 - Training / Exam / Other
Institution
Australian Society of Certified Practising Accountants (ASCPA)
Completed
1989

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Australian Society of Certified Practising Accountants (ASCPA)
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2000

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1987

Bachelor of Arts

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1985

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Theo's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Theo able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Theo's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Theo to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Theo?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Theo provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Theo may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Theo Marinis
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens