Lukas Stergiou
Financial Adviser
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About
Lukas Stergiou is an ASIC-registered financial adviser based in Wollongong, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Lukas holds a Bachelor of Commerce (Finance & Financial Planning) from the University of Wollongong (2018), complemented by specialist accreditations including an Accredited Aged Care Professional qualification from Aged Care Steps (2019), DFP5V4 Tax for Financial Advising and TASACLv2 Commercial Law (Kaplan Professional, 2019), and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Lukas is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This enables him to create holistic strategies to address your specific needs. Key services include: • Superannuation advice to optimise your retirement savings. • Insurance solutions to protect you and your family. • Wealth management strategies to grow your assets. • Investment advice to build a diverse portfolio of Securities and Government Debt Securities. • Comprehensive financial planning to achieve your long-term objectives. Ready to take control of your financial future? Contact Lukas today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Lukas Stergiou offer?
Lukas Stergiou provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you with everything from retirement planning to investment strategies.
What qualifications does Lukas Stergiou have?
Lukas holds a Bachelor of Commerce (Finance & Financial Planning) from the University of Wollongong and is an Accredited Aged Care Professional. He also holds qualifications in Tax for Financial Advising, Commercial Law, and Ethics and Professionalism in Financial Advice.
What is the process of working with Lukas Stergiou?
The process typically begins with an initial consultation to understand your financial goals and current situation. Lukas will then develop a tailored financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.
How can Lukas Stergiou help me with my superannuation?
Lukas can provide advice on choosing the right superannuation fund, consolidating your super accounts, and developing a retirement savings strategy to maximise your benefits.
What should I expect during my first meeting with Lukas?
During your first meeting, Lukas will ask you questions about your financial goals, current situation, and risk tolerance. This information will help him to understand your needs and develop a personalized financial plan for you.
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