Constantine Voulgaris
Financial Adviser
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About
Constantine Voulgaris is an ASIC-registered financial adviser dedicated to helping individuals and families in Ivanhoe, VIC, and across Australia achieve their financial goals. Constantine holds a Bachelor of Business (Banking & Finance) from Victoria University (2004) and a Diploma of Financial Services (Financial Planning) from Tribeca (2006). He has also completed specialist training in Self Managed Superannuation Funds and holds a Certificate IV in Finance and Mortgage Broking. Authorised to provide advice on a comprehensive range of financial products, Constantine can assist with superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Retirement planning and income streams • Investment advice and portfolio construction Ready to take control of your financial future? Contact Constantine today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Constantine Voulgaris offer?
Constantine Voulgaris provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products, including securities and derivatives. He can help you create a personalized financial plan tailored to your unique circumstances.
What are Constantine Voulgaris's qualifications?
Constantine holds a Bachelor of Business (Banking & Finance), a Diploma of Financial Services (Financial Planning), and specialist qualifications in Self Managed Superannuation Funds and Mortgage Broking.
What is the process of working with Constantine?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Constantine will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews.
Can Constantine Voulgaris help me with my retirement planning?
Yes, Constantine specialises in retirement planning and can assist you in creating a retirement income strategy, managing your superannuation, and navigating the complexities of retirement savings accounts.
What should I expect from my first meeting with Constantine?
During your first meeting, you can expect a relaxed and informative discussion about your financial goals and current situation. Constantine will explain his approach to financial planning and answer any questions you may have.
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