Nick Stathopoulos
Financial Adviser
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About
Nick Stathopoulos is an ASIC-registered financial adviser based in Clayton, Victoria, dedicated to helping clients achieve their financial goals. With over two decades of experience in the financial services industry, Nick combines his extensive knowledge with a client-focused approach to deliver tailored advice and build long-term relationships. Nick holds a Bachelor of Business (Marketing) from Monash University and a Diploma of Financial Planning from the Financial Planning Association (FPA). He further enhanced his expertise by becoming a Certified Financial Planner (CFP) with the FAAA and completing specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments. Nick is committed to upholding the highest ethical standards, as demonstrated by his ongoing education in Ethics and Professionalism in Financial Advice. As an authorized financial adviser, Nick provides advice on a comprehensive range of financial products and strategies, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on 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 Ready to take control of your financial future? Contact Nick Stathopoulos today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Nick Stathopoulos offer?
Nick Stathopoulos provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. He tailors his approach to meet each client's unique needs and goals.
What qualifications does Nick Stathopoulos have?
Nick Stathopoulos holds a Bachelor of Business (Marketing), a Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He has also completed specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments.
What can I expect during my first consultation with Nick Stathopoulos?
During your first consultation, Nick will take the time to understand your current financial situation, your goals, and your concerns. He will then provide an overview of how he can help you and answer any questions you may have. This initial meeting is an opportunity to establish a strong foundation for a long-term partnership.
How does Nick Stathopoulos tailor his advice to my specific needs?
Nick believes that every client is unique. He takes a holistic approach to financial planning, considering your individual circumstances, risk tolerance, and long-term objectives to develop a personalized strategy that aligns with your specific needs.
What is the difference between superannuation and retirement planning, and which one do I need?
Superannuation is a savings scheme designed for retirement, while retirement planning involves strategies to maximise income and assets, aligning investments and risk profiles to achieve lifestyle goals during retirement. Nick Stathopoulos can advise on both, tailoring your approach depending on your individual needs and stage of life.
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