Apostolos Zobonos
Financial Adviser
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About
Apostolos Zobonos is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a strong foundation built upon an Advanced Diploma of Financial Planning (Kaplan, 2009), CFP (FPA, 2009), SMSF accreditation (Kaplan, 2009), Margin Lending and Geared Investments accreditation (Kaplan, 2010), Certificate IV in Finance & Mortgage Broking (Kaplan, 2012), and successful completion of the Financial Adviser Exam (FASEA, 2020), Apostolos provides comprehensive and tailored advice. As a member of the Financial Advice Association of Australia (FAAA) and Finsia, Apostolos adheres to the highest professional standards. Apostolos is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Apostolos can help you navigate the complexities of the financial landscape and make informed decisions to secure your financial future. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Apostolos today to schedule a consultation and discover how he can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Apostolos Zobonos provide?
Apostolos provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Apostolos Zobonos have?
Apostolos holds an Advanced Diploma of Financial Planning, CFP certification, SMSF accreditation, Margin Lending and Geared Investments accreditation, a Certificate IV in Finance & Mortgage Broking, and has passed the Financial Adviser Exam.
What is the process for working with Apostolos Zobonos?
The process typically begins with an initial consultation to understand your financial goals and current situation. Apostolos will then develop a tailored financial plan to help you achieve those goals. Regular reviews and adjustments will be made to the plan as needed.
What professional memberships does Apostolos hold?
Apostolos is a member of the Financial Advice Association of Australia (FAAA) and Finsia.
What should I expect during my first meeting with Apostolos?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Apostolos will explain his services and how he can help you achieve your objectives. It's a chance for both of you to see if you're a good fit.
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