Desea Tsagatos
Financial Adviser
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About
Desea Tsagatos is an ASIC-registered financial adviser based in Payneham, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2003) and specialist training in Margin Lending from Kaplan Professional (2012), Desea possesses a strong foundation of knowledge and experience. Desea further enhances her expertise as an SMSF Specialist Advisor (SSA) with the SMSF Association, ensuring clients receive top-tier guidance on self-managed super funds. She is authorized to provide advice on a broad spectrum of financial products, including superannuation, insurance, and wealth management solutions. Her specializations encompass retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or require expert advice on SMSFs, Desea is committed to providing personalized, strategic guidance to help you navigate the complexities of the financial landscape. Contact Desea today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Desea Tsagatos offer?
Desea Tsagatos provides comprehensive financial advice on superannuation, insurance, wealth management, retirement planning, and investments, including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Desea Tsagatos have?
Desea holds a Diploma of Financial Planning from the Financial Planning Association of Australia and has completed specialist training in Margin Lending from Kaplan Professional. She is also an SMSF Specialist Advisor with the SMSF Association.
How does Desea Tsagatos approach financial planning?
Desea takes a personalized approach, tailoring her advice to meet each client's unique financial circumstances and goals. She focuses on building long-term relationships based on trust and delivering strategic solutions to help clients achieve financial security.
What can I expect during my first consultation with Desea?
During your initial consultation, Desea will take the time to understand your current financial situation, your short-term and long-term goals, and any concerns you may have. She will then explain how she can help you achieve your objectives and outline the next steps in the financial planning process.
Can Desea Tsagatos help me with my Self-Managed Super Fund (SMSF)?
Yes, Desea is an SMSF Specialist Advisor with the SMSF Association and is well-equipped to provide expert advice on all aspects of SMSF management, from establishment to compliance and investment strategies.
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