Johnnie Kosmidis
Financial Adviser
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About
Johnnie Kosmidis is an ASIC-registered financial adviser based in Pialba, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from Macquarie University (2000) and a Graduate Diploma of Financial Planning from FINSIA (2006), Johnnie combines strong academic foundations with practical industry experience. He further solidified his expertise by becoming a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA) in 2010. Johnnie's commitment to ongoing professional development is reflected in certifications such as Margin Lending and Geared Investments from Kaplan Professional (2011) and Ethics and Professionalism in Financial Advice from Kaplan Professional (2020). As a member of the Financial Advice Association of Australia (FAAA), Johnnie adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also has expertise in investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Johnnie 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 Johnnie Kosmidis provide?
Johnnie Kosmidis provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Johnnie Kosmidis have?
Johnnie holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He also has certifications in Margin Lending and Geared Investments, and Ethics and Professionalism in Financial Advice.
What is the process of working with Johnnie Kosmidis?
The process typically begins with an initial consultation to understand your financial goals and current situation. Johnnie will then develop a personalized financial plan tailored to your needs and regularly review and adjust the plan as your circumstances change.
How can wealth management advice from Johnnie Kosmidis help me?
Wealth management advice can help you grow and protect your assets, plan for your financial future, and achieve your long-term financial goals through tailored investment strategies and financial planning.
What should I expect during my first meeting with Johnnie?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Johnnie will listen carefully and explain how he can help you achieve your objectives.
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