Ioannis Vaitsas
Financial Adviser
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About
Ioannis Vaitsas is an ASIC-registered financial adviser based in Brisbane City, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Ioannis holds a Bachelor of Business (Accountancy) from Queensland University of Technology and a Master of Business Administration from Deakin University. His commitment to ongoing professional development is demonstrated through completing a Diploma of Financial Planning with the Financial Planning Association of Australia, and specialist training in Self Managed Superannuation Funds, and Margin Lending and Geared Investments with Kaplan Professional. This extensive knowledge base enables Ioannis to provide expert guidance across a wide range of financial areas. Authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, Ioannis offers strategic solutions to build and protect your financial future. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Ioannis today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Ioannis Vaitsas provide?
Ioannis provides advice on a range of financial matters, including superannuation, retirement planning, wealth management, and insurance solutions.
What qualifications does Ioannis hold?
Ioannis holds a Bachelor of Business (Accountancy), a Diploma of Financial Planning, specialist training in Self Managed Superannuation Funds, a Master of Business Administration, and training in Margin Lending and Geared Investments.
What can I expect during my first meeting with Ioannis?
During your initial consultation, Ioannis will take the time to understand your financial situation, goals, and risk tolerance. This information will be used to develop a personalized financial plan tailored to your specific needs.
How does Ioannis Vaitsas stay up-to-date with changes in the financial industry?
Ioannis is committed to ongoing professional development and regularly participates in training and education programs to stay informed about the latest industry trends and regulations.
How can Ioannis help me with my superannuation?
Ioannis can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy.
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