Theodore Karoumbalis

Theodore Karoumbalis

SSA
Company
iAdvice
Title
Financial Planner
Profession
Financial Planner
Address
31/120 Collins St, Melbourne VIC 3000, Australia
Phone
03 8658 8875
Qualifications
SSA (Designation) - SMSF Association, 2017
Advisor

Summary

Having developed a career in banking, investment and financial planning over the past 10 years, Theo's experience has involved working in both domestic and overseas investment markets. From the outset, identifying the precise expectations and needs of clients has been the defining characteristic of the service he provides. Areas of expertise include Financial Strategist, Accredited SMSF Specialist, Special Disability Trusts, Retirement Planning, Superannuation, Investments, Centrelink

Get in touch with Theodore Karoumbalis