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.
Stellios has always showed concerns with our portfolio. He is always in contact with us through his knowledge of financial advice and recommendations promptly. Stellios has professional assistances who are available to give us his advice via contacts and have always met us in person for any advice when asked. We are very appreciative to have Stellios and his professional assistances, in handling our financial matters with our portfolio, and will continue with his advice in future matters that may arise.
I wouldn't want anyone else as a trusted adviser. Stellios is one of a kind and I feel so lucky to have found him. Stellios is exceptionally good at what he does, not only does he ensure the best outcomes for his clients, but he builds a great rapport and really takes the time to understand his clients and their goals. I often refer my closest friends and family to Stellios as I know they will be in great hands and as satisfied as I am.
We were very pleased with the advice we received from Stellios, being very unsure of where our financial future would take us, it was a relief to have some good advice that would set the path to a happy retirement.
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.
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.
- Adviser status Platinum
- Number of reviews 32
- First year providing advice 2010
- Years of experience 13
- Graduate Diploma of Applied Finance and Investment
Sp Financial Advice Pty LtdSuite 6, 53 Monash Rd
Tarragindi, QLD 4121
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Matrix Planning Solutions Ltd