Eleonor Klopsch
Financial Adviser
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About
Eleonor Klopsch is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a Bachelor of Economics from Monash University (1991) and a Diploma of Financial Planning from the Financial Planning Association (2002), Eleonor brings a wealth of knowledge and experience to her practice. She also holds an ASX Listed Products Accreditation (2010), is an Accredited Estate Planning Specialist (2011) and a SuperConcepts & ICFS Specialist SMSF course accreditation (2017). Eleonor is a proud member of the Financial Advice Association of Australia (FAAA), the Institute of Financial Professionals Australia, the Institute of Public Accountants (IPA), and the National Tax & Accountants Association, reflecting her commitment to upholding the highest standards of professionalism and ethical conduct. Eleonor is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Estate planning advice Ready to take control of your financial future? Contact Eleonor today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Eleonor Klopsch offer?
Eleonor Klopsch provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She can help you create a tailored strategy to achieve your financial goals.
What are Eleonor Klopsch's qualifications and experience?
Eleonor holds a Bachelor of Economics from Monash University, a Diploma of Financial Planning from the Financial Planning Association, an ASX Listed Products Accreditation, is an Accredited Estate Planning Specialist and a SuperConcepts & ICFS Specialist SMSF course accreditation. She has been working in the financial services industry since 2002.
How does Eleonor Klopsch develop a financial plan for her clients?
Eleonor works closely with her clients to understand their individual circumstances, financial goals, and risk tolerance. She then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments are made to the plan as needed to ensure it remains aligned with their evolving circumstances.
What can I expect during my first meeting with Eleonor Klopsch?
During your initial consultation, Eleonor will take the time to get to know you and understand your financial situation, goals, and concerns. She will explain her services and how she can help you achieve your objectives. You'll have the opportunity to ask questions and discuss your needs in a comfortable and confidential environment.
Does Eleonor Klopsch specialise in SMSF advice?
Yes, Eleonor Klopsch has specialist knowledge and experience in providing advice on Self-Managed Superannuation Funds (SMSFs). She completed the SuperConcepts & ICFS Specialist SMSF course at The University of Adelaide/SuperConcepts and can assist with all aspects of SMSF management, from establishment to compliance and investment strategies.
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