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

Financial Strategist, Accredited SMSF Specialist, Special Disability Trusts, Retirement Planning, Superannuation, Investments, Redundancy, Centrelink, Taxation and Life Insurance Specialist 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 Theo’s contribution to providing quality strategic advice and service that his clients can rely on. Setting ever higher standards in quality advice and customer satisfaction is what Theo thrives on. Adherence to this philosophy over the last 8 years has provided Theo with the privilege to service, invest and advise his clients on their life dreams and aspirations coaching and helping them achieve their goals. Theo has developed a thorough working knowledge of Superannuation, Retirement Planning, Taxation, Personal insurance, Redundancy, Social Security and Aged Care law. Among his strengths are his understanding of investment markets, all retirement issues, estate planning and how taxation, Social security and Aged Care fits in the context of these complex areas. Theo sees financial planning as more than just the management of money. What he really manages are his client’s dreams, aspirations, financial goals, security and peace of mind based on using technology to take a truly holistic approach to providing financial advice.

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