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
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 34
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Languages spoken
- English
- Greek
Sp Financial Advice Pty Ltd
Suite 6, 53 Monash RdTarragindi, QLD 4121
![Sp Financial Advice Pty Ltd logo](https://resources.adviserratings.com.au/practices/sp-financial-advice-pty-ltd-18011647.png)
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
![Matrix Planning Solutions Ltd logo](https://resources.adviserratings.com.au/licensees/matrix-planning-solutions-limited-238256.jpg)