Theodoros Marinis
Financial Adviser
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About
Theodoros Marinis is an ASIC-registered financial adviser dedicated to helping individuals and families in Norwood, SA, achieve their financial goals. With a strong educational foundation including a Bachelor of Arts and a Bachelor of Economics from the University of Adelaide, Theodoros combines academic rigour with practical experience gained over three decades in the financial services industry. He holds the prestigious Certified Financial Planner (CFP) designation from Deakin University/FPA (obtained in 2000), is a Certified Practicing Accountant (CPA) since 1996, and an Associate Accountant (ASCPA) since 1989. Theodoros is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Theodoros specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Theodoros provides tailored advice to suit your unique circumstances. Contact Theodoros today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Theodoros Marinis offer?
Theodoros Marinis provides a comprehensive range of financial services including superannuation advice, insurance, wealth management, retirement planning and advice on various investments such as securities and government debt securities. He tailors his advice to meet your individual needs.
What qualifications does Theodoros Marinis have?
Theodoros holds a Bachelor of Arts and a Bachelor of Economics from the University of Adelaide. He is also a Certified Practicing Accountant (CPA), an Associate Accountant (ASCPA) and a Certified Financial Planner (CFP).
How does Theodoros Marinis approach financial planning?
Theodoros takes a client-centered approach, starting with understanding your financial goals, current situation, and risk tolerance. He then develops a personalized financial plan to help you achieve your objectives, providing ongoing support and advice along the way.
What can I expect during my first meeting with Theodoros?
During your initial consultation, Theodoros will discuss your financial goals, gather information about your current financial situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if his services are the right fit for your needs.
Is Theodoros Marinis a member of any professional associations?
Yes, Theodoros is a member of the Financial Advice Association of Australia (FAAA). This demonstrates his commitment to maintaining high professional and ethical standards in financial planning.
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