Dimitrios Zartaloudis
Financial Adviser
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About
Dimitrios Zartaloudis is an ASIC-registered financial adviser dedicated to helping clients in Melbourne and beyond achieve their financial goals. With a Diploma in Financial Services (Financial Planning) from Kaplan Professional obtained in 2008, and further certifications in Self Managed Super Funds (2008) and Margin Lending and Geared Investments (2009), Dimitrios possesses a robust foundation of knowledge and experience. He is also a proud member of CPA Australia (CPA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. Dimitrios is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse client needs. This includes superannuation, insurance, wealth management, and retirement planning, along with expertise in investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment guidance Ready to take control of your financial future? Contact Dimitrios today for a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Dimitrios Zartaloudis offer?
Dimitrios is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. He can help you with a broad range of financial needs.
What qualifications does Dimitrios hold?
Dimitrios holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), as well as certifications in Self Managed Super Funds (2008) and Margin Lending and Geared Investments (2009). He is also a member of CPA Australia (CPA).
What can I expect during my first consultation with Dimitrios?
During your initial consultation, Dimitrios will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear explanation of how he can help you achieve your objectives and answer any questions you may have. You can expect a friendly, professional and informative discussion.
Does Dimitrios provide advice on Self Managed Super Funds (SMSFs)?
Yes, Dimitrios has specialist knowledge in Self Managed Super Funds, holding relevant certification from Kaplan Professional.
How can Dimitrios help me with my retirement planning?
Dimitrios can assist you in developing a comprehensive retirement plan tailored to your specific needs and goals. This includes strategies for maximising your superannuation, managing your investments, and ensuring a comfortable and secure retirement income.
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