Vasileios Gartzonis
Financial Adviser
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
Vasileios Gartzonis is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With over two decades of experience in the financial services industry, Vasileios holds a Bachelor of Commerce (Finance & Economics) from Western Sydney University and is a Certified Financial Planner (CFP) with the Financial Advice Association Australia (FAAA). He also holds an 8-unit Diploma of Financial Planning and has completed specialist training in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice. As a member of the FAAA, Vasileios adheres to the highest ethical and professional standards. Vasileios is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He works closely with clients to develop tailored strategies that align with their individual circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Vasileios today for a consultation and discover how he can help you achieve your financial dreams.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Vasileios Gartzonis offer?
Vasileios Gartzonis provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Vasileios Gartzonis have?
Vasileios Gartzonis holds a Bachelor of Commerce (Finance & Economics), is a Certified Financial Planner (CFP), and has completed specialist training in Self Managed Superannuation Funds and Ethics and Professionalism in Financial Advice.
What is the process for working with Vasileios Gartzonis?
The process typically starts with an initial consultation to understand your financial goals and current situation. Vasileios will then develop a personalized financial plan, implement the recommended strategies, and provide ongoing support to help you stay on track.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The adviser will ask questions to gain a clear understanding of your needs and explain how they can help you achieve your objectives. It's a great opportunity to see if the advisor is the right fit for you.
Does Vasileios Gartzonis specialize in any particular area of financial advice?
Vasileios Gartzonis has specialist training in Self Managed Superannuation Funds, in addition to wealth management, insurance, and investment advice. He can help you with various advice needs.
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.