WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
PK

Peter Konstantopoulos

Financial Adviser

Capital View Financial Services Pty Ltd
Box Hill, VIC 3128

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Peter Konstantopoulos is an ASIC-registered financial adviser based in Box Hill, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Peter holds an Advanced Diploma of Financial Services (Financial Planning) from Deakin Financial Services Pty Ltd (2003) and RG146 accreditation for providing advice in margin lending from MLC ThreeSixty (2011). This strong foundation of knowledge ensures he provides well-informed and up-to-date strategies for his clients. Peter is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows Peter to create personalized financial plans that address your specific needs and aspirations. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Peter can help. Contact Peter Konstantopoulos today to schedule a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice Life risk insurance

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000246638

Verify on ASIC Register

Authorised Representative Number

000237727

Verify on MoneySmart Register

Frequently Asked Questions

What services does Peter Konstantopoulos offer?

Peter Konstantopoulos provides advice on a wide range of financial areas, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a comprehensive financial plan tailored to your individual needs.

What qualifications does Peter Konstantopoulos have?

Peter Konstantopoulos holds an Advanced Diploma of Financial Services (Financial Planning) from Deakin Financial Services Pty Ltd (2003) and RG146 accreditation for providing advice in margin lending from MLC ThreeSixty (2011).

How does Peter Konstantopoulos help with retirement planning?

Peter Konstantopoulos can assist you in developing a retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, retirement savings accounts, and other investment options to help you achieve your retirement goals.

What can I expect during a consultation with Peter Konstantopoulos?

During your consultation, Peter will take the time to understand your financial situation, goals, and priorities. He will then provide you with personalized advice and recommendations to help you achieve your financial objectives. You can expect a professional and informative experience.

Can Peter Konstantopoulos help me with insurance advice?

Yes, Peter is authorized to provide advice on both Investment Life Insurance and Life Risk Insurance. He can assess your insurance needs and recommend suitable policies to protect you and your family from unforeseen circumstances.

Get in Touch

Contact Peter directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.