Nicholas Kakalis
Financial Adviser
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About
Nicholas Kakalis is an ASIC-registered financial adviser based in Essendon, Victoria, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built upon a Bachelor of Commerce from the University of Melbourne (1999) and as a Chartered Accountant with the Institute of Chartered Accountants in Australia (2001), Nicholas brings a wealth of knowledge and experience to his financial planning practice. Further solidifying his expertise, he holds Diplomas in Financial Services (Financial Planning) and Mortgage Broking from AAMC Training Group (2011 & 2013, respectively). As a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA), Nicholas adheres to the highest ethical and professional standards, providing advice across a comprehensive range of financial products. He is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. Nicholas is committed to understanding each client's unique circumstances and tailoring strategies to meet their specific needs. His services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or require assistance with mortgage broking, Nicholas is here to provide expert guidance and support. Contact Nicholas today to schedule 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 Nicholas Kakalis offer?
Nicholas provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Nicholas Kakalis's qualifications?
Nicholas holds a Bachelor of Commerce from the University of Melbourne, is a Chartered Accountant with the Institute of Chartered Accountants in Australia, and holds Diplomas in Financial Services (Financial Planning) and Mortgage Broking from AAMC Training Group.
What can I expect during my first meeting with Nicholas?
During your initial consultation, Nicholas will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How can Nicholas help me with my retirement planning?
Nicholas can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired retirement lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
Is Nicholas Kakalis a member of any professional associations?
Yes, Nicholas is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage & Finance Association of Australia (MFAA).
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