Bill Merambeliotis

RetireInvest Dandenong

Bronze

31 Yrs Experience

Dandenong, VIC 3175

About Bill
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I have worked in the financial services industry since 1992. Prior to joining RI Advice Group in 1994, I worked in the Superannuation Department of a major Australian bank.

I have lectured at Deakin University in superannuation and retirement planning. These accreditations, together with my extensive experience, mean that I am well qualified to help clients to achieve their financial goals.

Qualifications and memberships

Bachelor of Business degree (Accounting andLife Insurance)
Member of the Australian Society Of Certified Practising Accountants (CPA)
Diploma of Financial Planning
Certified Financial Planner®

I have also done executive study at some of the worlds best universities including:

Cambridge University - Cambridge London England
Stanford University - Stanford California USA
Colombia University - New York USA
HEC - Paris

Services offered

Personal Insurance
Superannuation
Budget and cashflow management
Debt management
Investments, including savings plans
Retirement planning
Centrelink/DVA
Estate planning
Ownership and structures (eg discretionary and family trusts)
Portfolio review
Ongoing advisory services
Referrals to specialists (eg accountants, solicitors)
Self Managed Superannuation
Approved ASX listed investments within the ASX200
Gearing

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

We are happy to work on a flat fee basis or percentage based fee depending on the clients preferance

5.00 February 2025

I've been working with Bill since 1996, and I can confidently say he’s been an absolute game-changer for my financial future. Back when we first met, he had a full head of hair—now, while time may have changed that, his dedication, wisdom, and expertise have only grown stronger. His guidance has helped me navigate every financial milestone with confidence and peace of mind. Trustworthy, knowledgeable, and always looking out for my best interests—Bill is simply the best in the business!

5.00 February 2025

We’ve worked with Bill for over 20 years, and he has been outstanding. His expertise, integrity, and personalised guidance have given us confidence in every financial decision. Bill truly cares about our success and always puts our best interests first. We couldn’t ask for a better adviser and we highly recommend!

5.00 February 2025

I've been working with my financial planner since 1997, and I cannot recommend them highly enough. Over the years, they have consistently provided expert guidance, exceptional service, and a level of care that goes above and beyond. Their personalized approach has helped me navigate financial challenges and capitalize on opportunities with confidence. I trust their advice completely, and their steady hand has been instrumental in helping me achieve my financial goals. If you’re looking for someone who truly cares about your financial future, look no further!

5.00 February 2025

I’ve been a client of Bill Merambeliotis from RetireInvest since 2012, and I’ve been happy with their knowledge, expertise, and commitment to my financial well-being. Over the years, they’ve helped me navigate a wide range of financial situations, from investments to retirement planning, and I’ve always felt confident in their advice. What stands out the most is their personalized approach and their ability to explain complex concepts in a way that’s easy to understand. I truly value the trust and guidance they provide, and I’m grateful for the positive impact they’ve had on my financial future.

5.00 February 2025

We have been seeing Bill for over 25 years . I am incredibly impressed with the exceptional service I received from my financial planner. From the very first consultation, they demonstrated deep knowledge, professionalism, and genuine care for my financial goals. They took the time to understand my unique situation and provided clear, tailored advice that made a real difference in my financial planning. I feel confident and supported knowing I have such a skilled and trustworthy expert guiding me. Highly recommend for anyone seeking comprehensive financial advice!

Adviser status Bronze
Rating 5.00
Number of reviews 5
First year providing advice 1994
Years of experience 31
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
Languages spoken
- English
- Greek