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Ilias Stoikos

Financial Adviser

Axis Accounting
Petersham, NSW 2049

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Ilias Stoikos is an ASIC-registered financial adviser dedicated to helping individuals and families in Petersham, NSW, achieve their financial goals. With a strong foundation in financial services, Ilias holds a Diploma of Financial Services (Mentor, 2009), an Accredited Listed Product Adviser Program certification from Kaplan (2015), and a Self Managed Superannuation Fund Adviser (Personal Advice) accreditation from Mentor Education (2017). Authorised to provide advice on a comprehensive range of financial products, Ilias can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ilias is committed to providing personalised, strategic advice tailored to your unique circumstances and aspirations. Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Ilias can help you navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Ilias today for a consultation and discover how personalised financial advice can make a difference.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000555169

Verify on ASIC Register

Authorised Representative Number

000222889

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Ilias Stoikos offer?

Ilias Stoikos specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to advise on a wide range of financial products including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What are Ilias Stoikos's qualifications?

Ilias Stoikos holds a Diploma of Financial Services (Mentor, 2009), an Accredited Listed Product Adviser Program certification from Kaplan (2015), and a Self Managed Superannuation Fund Adviser (Personal Advice) accreditation from Mentor Education (2017).

How does Ilias Stoikos approach financial planning?

Ilias provides personalised, strategic advice tailored to each client's unique circumstances and financial goals. He takes the time to understand your situation and develop a plan to help you achieve your aspirations.

What should I expect during my first meeting with Ilias Stoikos?

During your first meeting, Ilias will discuss your current financial situation, your goals, and your risk tolerance. He will then outline how he can help you achieve your objectives and explain his fee structure.

Can Ilias Stoikos help me with my retirement planning?

Yes, Ilias Stoikos has extensive experience in retirement planning and can help you develop a strategy to ensure a comfortable and secure retirement. This includes advice on superannuation, investments, and other retirement income streams.

Get in Touch

Contact Ilias directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.