Mark Tsakmakis
Financial Adviser
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About
Mark Tsakmakis is an ASIC-registered financial adviser based in Caulfield North, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Mark holds a Bachelor of Business (Economics & International Trade) from VUT (2004), a Diploma of Financial Planning (2006), and an Advanced Diploma of Financial Planning (2008) from Kaplan. His commitment to ethical practice is underscored by his completion of Ethics and Professionalism in Financial Advice through Kaplan Professional (2019). Mark is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Mark specialises in superannuation, insurance, and wealth management strategies designed to grow and protect your assets. He also provides expert guidance on retirement planning, ensuring a secure financial future. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services provided by Mark include: • Superannuation advice • Retirement planning • Investment advice • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Mark 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 Mark Tsakmakis offer?
Mark Tsakmakis offers advice on superannuation, retirement planning, investment strategies, insurance, and wealth management. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Mark Tsakmakis' qualifications?
Mark holds a Bachelor of Business (Economics & International Trade), a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning. He has also completed Ethics and Professionalism in Financial Advice training and is a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Mark Tsakmakis?
The process typically begins with an initial consultation to discuss your financial situation, goals, and risk tolerance. Mark will then develop a personalised financial plan and work with you to implement it. Regular reviews will ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Mark?
During your first meeting, you can expect to discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. Mark will explain his approach to financial planning and answer any questions you may have about his services and fees.
How can Mark Tsakmakis help me plan for retirement?
Mark can help you assess your current retirement savings, project your future income needs, and develop a strategy to maximise your superannuation and other investments. He can also provide guidance on accessing your superannuation and managing your retirement income.
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