Dimitrios Tsirtsakis
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Dimitrios Tsirtsakis is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over three decades, Dimitrios brings a wealth of knowledge and experience to every client interaction. He holds a Bachelor of Business (Accounting) from Chisholm Institute of Technology (1987), a Diploma of Financial Planning from the Financial Advice Association of Australia Limited (2000), and a Certificate IV in Finance & Mortgage Broking from Kaplan Professional Education (2014). He further enhanced his expertise with FPC002B Ethics and Professionalism in Financial Advice from Kaplan Higher Education (2019). Dimitrios is a member of the Financial Advice Association of Australia (FAAA) and the Institute of Public Accountants (IPA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. He is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded support in all aspects of their financial lives. This includes superannuation, insurance, wealth management, and retirement planning. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Advice on Life Risk Insurance Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Dimitrios can provide the expert advice you need. Contact Dimitrios today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Dimitrios Tsirtsakis offer?
Dimitrios Tsirtsakis provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including life risk insurance.
What qualifications does Dimitrios Tsirtsakis have?
Dimitrios holds a Bachelor of Business (Accounting), a Diploma of Financial Planning, a Certificate IV in Finance & Mortgage Broking, and has completed FPC002B Ethics and Professionalism in Financial Advice.
What is the process of working with Dimitrios Tsirtsakis?
The process typically involves an initial consultation to understand your financial goals, followed by a tailored financial plan, implementation of the plan, and ongoing reviews to ensure it remains aligned with your needs.
What professional memberships does Dimitrios Tsirtsakis hold?
Dimitrios is a member of the Financial Advice Association of Australia (FAAA) and the Institute of Public Accountants (IPA).
What can I expect during my first meeting with Dimitrios?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Dimitrios will explain his services and how he can help you achieve your objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.