Jacob Eliopoulos
Financial Adviser
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About
Jacob Eliopoulos is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals. Jacob holds a Bachelor of Commerce (Financial Planning) from Deakin University (2023), providing him with a strong foundation in financial principles and practices. As an authorized financial adviser, Jacob is equipped to provide advice on a comprehensive range of financial products. He specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jacob is committed to providing tailored advice and building long-term relationships with his clients. He is passionate about helping Australians navigate the complexities of the financial landscape and make informed decisions. He can assist with: • Superannuation advice • Insurance solutions tailored to your needs • Wealth management and investment strategies • Retirement planning and income strategies • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Jacob Eliopoulos today to schedule a consultation and discuss your specific needs and objectives.
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Frequently Asked Questions
What types of financial advice does Jacob Eliopoulos offer?
Jacob Eliopoulos specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Jacob Eliopoulos have?
Jacob Eliopoulos holds a Bachelor of Commerce (Financial Planning) from Deakin University.
What can I expect from my first meeting with Jacob Eliopoulos?
In your first meeting, Jacob will take the time to understand your financial situation, goals, and risk tolerance. He'll then discuss potential strategies and solutions tailored to your specific needs.
How can Jacob Eliopoulos help me with my superannuation?
Jacob can provide advice on selecting the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy.
Why should I choose Jacob Eliopoulos as my financial advisor?
Jacob is committed to providing personalised, professional advice to help you achieve your financial goals. With a strong educational foundation and a comprehensive understanding of the financial landscape, Jacob is well-equipped to guide you through every step of your financial journey.
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