Paul Tsikopoulos
Financial Adviser
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About
Paul Tsikopoulos is an ASIC-registered financial adviser dedicated to helping individuals and families in Ivanhoe, VIC, and beyond achieve their financial goals. With a Bachelor of Business (Accounting) from Victoria University (1993), and diplomas in Financial Planning from both the Financial Planning Association of Australia (2001) and Integrity Education Group (2018), Paul possesses a wealth of knowledge and experience. He further cemented his expertise with MAI769 Ethics for Financial Services from Deakin University in 2020. Paul is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association of Australia (FPA). Authorised to provide advice on a comprehensive range of financial products, Paul can assist you with superannuation, insurance, wealth management, and retirement planning. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring holistic and tailored financial solutions. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Paul is committed to providing clear, straightforward advice to help you navigate the complexities of the financial landscape. Let Paul Tsikopoulos help you build a secure financial future. Contact him today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Paul Tsikopoulos offer?
Paul Tsikopoulos specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Paul Tsikopoulos' qualifications and experience?
Paul holds a Bachelor of Business (Accounting) from Victoria University and diplomas in Financial Planning from both the Financial Planning Association of Australia (FPA) and Integrity Education Group. He also holds MAI769 Ethics for Financial Services from Deakin University. He is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the FPA.
How does Paul Tsikopoulos approach financial planning?
Paul is committed to providing clear, straightforward advice tailored to each client's individual needs and goals. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first meeting with Paul Tsikopoulos?
During your initial consultation, Paul will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a strategy to help you achieve your objectives and answer any questions you may have.
Why should I choose Paul Tsikopoulos as my financial adviser?
Paul Tsikopoulos offers a combination of extensive qualifications, practical experience, and a genuine commitment to his clients' financial well-being. His membership in professional bodies like the FAAA and FPA demonstrates his dedication to ethical and professional standards.
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