Valentino Pikoulas
Financial Adviser
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About
Valentino Pikoulas is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Science from The University of Sydney (1992), an Advanced Diploma from Deakin University (2004), and CFP certification from Deakin University (2008), Valentino combines extensive academic knowledge with practical expertise. He continually updates his skills, completing courses in Client Engagement Skills and the Economic and Legal Context for Financial Planning at Kaplan Professional in 2020, as well as Ethics and Professionalism in Financial Advice also at Kaplan Professional in 2020. As a member of the Financial Advice Association of Australia (FAAA), Valentino adheres to the highest ethical and professional standards, providing advice across a comprehensive range of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Valentino can help you with: • Superannuation advice • Insurance solutions • Wealth accumulation and management • Retirement planning strategies • Investment advice Ready to take control of your financial future? Contact Valentino today to schedule 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 Valentino Pikoulas offer?
Valentino Pikoulas provides comprehensive financial advice, including superannuation advice, insurance, wealth management, retirement planning, and investment strategies. He is authorized to advise on various financial products, including life insurance, securities, and retirement savings accounts.
What qualifications does Valentino Pikoulas have?
Valentino holds a Bachelor of Science from The University of Sydney, an Advanced Diploma from Deakin University, and CFP certification from Deakin University. He has also completed further studies at Kaplan Professional in client engagement skills, economic and legal context for financial planning, and ethics and professionalism in financial advice.
What is Valentino Pikoulas's approach to financial planning?
Valentino takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a tailored plan to help you achieve your financial objectives, providing ongoing support and guidance along the way.
How does Valentino Pikoulas stay up-to-date with changes in the financial industry?
Valentino is committed to ongoing professional development and regularly attends industry conferences, completes continuing education courses, and stays informed about the latest regulatory changes and market trends. This ensures that he can provide you with the most current and relevant advice.
How do I get started with Valentino Pikoulas?
Getting started is easy! Simply contact Valentino to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine if his services are a good fit for your needs. This initial consultation provides you with an opportunity to learn more about his approach and how he can help you achieve financial success.
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