George Kapiniaris
Financial Adviser
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About
George Kapiniaris is an ASIC-registered financial adviser based in Elsternwick, VIC. With a Bachelor of Economics from Monash University (1983) and a Diploma of Financial Services (Financial Planning) from FINSIA Education (Kaplan Professional) (2007), George brings a wealth of knowledge and experience to his clients. He has also completed specialist training in Margin Lending & Geared Investments (Kaplan Professional, 2010). George is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to maintaining the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring that his clients receive tailored solutions to meet their unique needs. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. George is dedicated to helping his clients achieve their financial goals through strategic advice and personalized service: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact George Kapiniaris 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 George Kapiniaris offer?
George Kapiniaris specialises in providing advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. He tailors his advice to meet each client's individual needs and goals.
What are George Kapiniaris's qualifications?
George Kapiniaris holds a Bachelor of Economics from Monash University and a Diploma of Financial Services (Financial Planning) from FINSIA Education (Kaplan Professional). He has also completed specialist training in Margin Lending & Geared Investments. He is a member of CPA Australia and Chartered Accountants Australia and New Zealand.
What is the process for becoming a client of George Kapiniaris?
The first step is to schedule an initial consultation. During this meeting, George will discuss your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan tailored to your specific needs. Subsequent meetings will involve implementing the plan and providing ongoing support and reviews.
How can wealth management advice from George Kapiniaris benefit me?
Effective wealth management strategies, tailored to your specific circumstances, can provide you with financial security and help you achieve your long-term financial goals, such as retirement planning, investment growth, and estate planning.
What can I expect from a retirement planning consultation with George Kapiniaris?
During a retirement planning consultation, George will assess your current financial situation, discuss your retirement goals, and develop a plan to help you achieve those goals. This may include advice on superannuation, investments, and other retirement income sources. He will also help you understand the risks and opportunities associated with different retirement planning strategies.
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