Patricia Tsicalas
Financial Adviser
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About
Patricia Tsicalas is an ASIC-registered financial adviser dedicated to helping individuals and families in Sydney achieve their financial goals. With a Bachelor of Commerce from Griffith University (2008) and a Diploma of Financial Services from Kaplan (2009), Patricia combines her strong academic foundation with practical industry experience. She stays current with industry best practices through ongoing education, including completing Ethics and Professional Relationships at QUT in 2020. Patricia is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Patricia is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. This broad authorization allows her to create tailored strategies that address your unique needs and circumstances. Key services offered include: • Superannuation advice and retirement planning • Investment strategies and wealth creation • Insurance solutions to protect your assets and family • Management of Securities, Derivatives and Government Debt Securities Patricia is committed to building long-term relationships with her clients based on trust, transparency, and a genuine understanding of their aspirations. Let Patricia help you navigate the complexities of the financial landscape and build a secure future. Contact Patricia today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Patricia Tsicalas offer?
Patricia Tsicalas provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. She can assist with retirement planning, investment strategies, and protecting your assets.
What are Patricia Tsicalas's qualifications and memberships?
Patricia holds a Bachelor of Commerce from Griffith University, a Diploma of Financial Services from Kaplan, and has completed Ethics and Professional Relationships at QUT. She is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
How does Patricia Tsicalas approach financial planning?
Patricia focuses on building long-term relationships with her clients, based on trust and a deep understanding of their financial goals. She creates tailored strategies to help clients achieve financial security and wealth creation.
What should I expect during my first consultation with Patricia?
During your initial consultation, Patricia will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.
Does Patricia Tsicalas provide advice on investment products?
Yes, Patricia is authorized to provide advice on a range of investment products, including Securities, Derivatives and Government Debt Securities.
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