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Fotini Mastrogianni

Financial Adviser

Perpetual Private
Sydney, NSW 2000

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About

Fotini Mastrogianni is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Fotini holds a Bachelor of Economics from the University of Sydney (1994), a Diploma of Financial Planning from Kaplan Professional (2011), and has completed further studies in Margin Lending and Geared Investments (Kaplan, 2011) and Finance and Mortgage Broking (National Finance Institute, 2013). As a member of the Financial Advice Association of Australia (FAAA), Fotini adheres to the highest ethical and professional standards. Fotini is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you are planning for retirement, seeking to grow your wealth, or need to protect your assets, Fotini can provide expert guidance and support. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Fotini today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Advice Investment Strategies Insurance Solutions Risk Management

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000236643

Verify on ASIC Register

Authorised Representative Number

000249858

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Fotini Mastrogianni offer?

Fotini offers advice on superannuation, insurance, wealth management, and retirement planning, along with investment and risk management strategies.

What qualifications does Fotini Mastrogianni have?

Fotini holds a Bachelor of Economics from the University of Sydney and a Diploma of Financial Planning from Kaplan Professional, and further studies in Margin Lending, Geared Investments and Mortgage Broking. She is also a member of the Financial Advice Association of Australia (FAAA).

How does the financial planning process work with Fotini?

The process typically starts with an initial consultation to understand your financial situation and goals. Fotini then develops a tailored financial plan, implements the plan with your approval, and provides ongoing reviews and adjustments as needed.

What can I expect from a consultation with Fotini?

You can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a financial plan that aligns with your goals and values.

Is Fotini Mastrogianni registered and qualified to provide financial advice in Australia?

Yes, Fotini is an ASIC-registered financial adviser and holds the necessary qualifications and memberships to provide financial advice in Australia.

Get in Touch

Contact Fotini 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.