Stellios Pavlakis

Sp Financial Advice Pty Ltd

Platinum
12 Yrs Experience
Tarragindi, QLD 4121
I have more than 20 years' experience in the financial services industry, working in the fields of funds management research and financial planning. I enjoy working with people to help them achieve their goals and educating them to understand the strategies and benefits of my recommendations. I am committed to building long term relationships with clients and providing the best in professional advice and personal service.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 29
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Languages spoken
    • English
    • Greek

Sp Financial Advice Pty Ltd

Suite 6, 53 Monash Rd
Tarragindi, QLD 4121

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.95
29 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"Stellios has provided us with sound advice whilst we were still working and since our retirement we have retained his services. We have been extremely happy with his advice and his recommendations with the management of our super funds, cash accounts and lifestyle. We are very impressed with his knowledge, expertise and dedication to his profession and are very confident that the advice given is honest and very applicable to our needs. We have always received his full care and attention and it is a pleasure working with Stellios."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stellios has given me advice in areas including wills and beneficiaries, super funds and maximizing existing funds . Stellios was able to explain things to me in a clear way. Through Stellios's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Stellios's full care and attention when I needed it."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stellios has helped us enormously with great advice and his expertise is much appreciated. We have confidence in the advice he gives us and would highly recommend Stellios."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stellios was referred to me as I need to ensure my superannuation, savings and investments will provide an adequate income when I retire. Stellios is very thorough in asking questions to understand what my needs and aspirations are for my retirement and has completed diligent research to provide the advice relevant to my needs. I am confident in the direction where I am going with my finances due to Stellios's knowledge and experience."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stellios is extremely knowledgeable and professional he makes sure he keeps up with any changes that may effect my situation"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Stellios has given me financial advice in retirement planning and superannuation portfolio construction. The projections provided are very useful. Stellios was usually able to explain things to me in a clear way. Through Stellios's knowledge and experience, I feel very confident that the advice given was right for my needs."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stellios, gave me financial advice following the money I gained from my mother's inheritance, as I had no idea how to manage it for my needs. I was very confident on the advice that Manny gave me and instructed him to go ahead and organize it. It has only been a short time since this has started and it is working out very well. When I did visit Stellios I had his full attention and he was very helpful"

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

"I would be lost without Stellios's financial assistance as its not my forte. I have been a client of Stellios's for 9 years, and each year my self managed super funds and debt are reviewed, ensuring I am on track to achieve my goals. Through Stellios's knowledge and experience, I feel very confident the advice given has been tailored for my needs. At my annual reviews, Stellios will let me know in advance about new products, and any fee I may incur. Stellios has consistently demonstrated care and attention at all of my financial meetings. ."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Just briefly, Stellios has guided me for a number of years now, from late in my working career, through to today, dealing with my Superannuation, Transition to Retirement, Investment Properties, Owner occupied Property, Making the best use of Tax advantages and general investment strategies. I have referred both family and friends to Stellios, and will continue too. Steve Coker"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stellios is a fantastic advisor. My husband I have never used a financial advisor before and were nervous to pursue this path. Stellios took time and great care to educate us on the ins and outs of our financial plan and supported us to make proactive choices for our future. He's a fantastic mix of thorough, supportive and caring. Could not recommend him enough!"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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