Nicholas Kakalis

Finance Unlimited

Gold
11 Yrs Experience
Essendon, VIC 3040
I am a passionate adviser who believes that every family should have their finances sorted so that they can enjoy their life without the worry of financial stress. With an Accounting and Mortgage background, holistic financial advice puts all the pieces together to sort your finances and ensure life is enjoyed.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Financial Hardship
  • Redundancy
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our first meeting is always free and no obligation. From there, we can tailor a package that will make sure you are in the best position possible.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Chartered Accountant (CA)
  • Language spoken
    • English

Finance Unlimited

Suite 32a, 80-82 Keilor Road
Essendon, VIC 3040

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

5.00
13 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Nicholas understands my needs and is able to advise accordingly. He conducts his work quickly and efficiently. He is able to obtain the best finance rates available. He was able to meet an urgent deadline with time to spare. This is not the first time I have used Nicholas for my financial needs and won't be the last. I have no hesitation in recommending Nicholas for any financial advice."

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

"Nick has a friendly yet professional approach. He continually checks in and provide current thoughts on best practice and effective strategies for our family. He is the ability share his knowledge in the most appropriate way for us as clients. His honest feedback, timely advice and extensive knowledge is what we appreciate from Nick. We will continue to utilise his knowledge and recommended his services."

  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick was great, his knowledge is outstanding. We are very happy to have Nick looking after our financial advise and mortgages."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick allowed us to feel positive and confident about our future. His support, professionalism and understanding of our needs made us feel comfortable throughout the process. We appreciate all of the time and effort he has put in for us. Thank you!"

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

"Nick made us feel at home and at ease. His determination and knowledge is second to none and we could not have asked for a better financial adviser. Thank you to Nick and his team for all their hard work and senserity."

  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicholas is very professional. He does give you knowledgeable advice and also looks after his clients account and looks out for the benefit of the clients needs. He is very compassionate about what his does and keep us up to date with all the information regarding investment, interest rates and many other information. what I like about Nicholas he understand the clients he assists. so far the best I come across for financial advise."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has been fantastic in helping understand the complexities of Super, and how best to manage our retirement. We would be happy to recommend him to anyone as he is very helpful."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick makes things so easy to understand and is always looking for ways to maximise benefits for our family. I trust his advice and value his opinion."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The service provided was outstanding. I highly recommend Nick Kakalis as a broker."

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

"Professional. Meets and exceeds expectations. Highly recommend"

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1999

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2013

Chartered Accountant (CA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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