Katerina Nicolakopoulos
Financial Adviser
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About
Katerina Nicolakopoulos is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on industry-standard education from the Financial Planning Association of Australia (FPA) since 2001, Katerina further enhanced her expertise by achieving the SMSF Specialist Advisor Accreditation from the SMSF Association in 2007 and completing the SPAA Accreditation Program from the Self-Managed Super Fund Professionals Association of Australia in 2009. Katerina successfully passed the Financial Adviser Exam from the FASEA Standards Authority in 2021, demonstrating her commitment to upholding the highest professional standards. Katerina is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need assistance with your superannuation, Katerina can provide tailored advice to suit your unique circumstances. Contact Katerina today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Katerina Nicolakopoulos offer?
Katerina specialises in superannuation advice, retirement planning, wealth management, and insurance solutions, providing comprehensive financial guidance tailored to your individual needs.
What are Katerina Nicolakopoulos's qualifications?
Katerina holds industry-standard education from the Financial Planning Association of Australia (FPA), SMSF Specialist Advisor Accreditation from the SMSF Association, SPAA Accreditation Program from the Self-Managed Super Fund Professionals Association of Australia, and successfully completed the Financial Adviser Exam from the FASEA Standards Authority.
What can I expect during my first consultation with Katerina?
During your initial consultation, Katerina will take the time to understand your financial situation, goals, and concerns. She will then provide you with a clear overview of how she can help you achieve your objectives and answer any questions you may have.
How does Katerina Nicolakopoulos stay up-to-date with changes in the financial industry?
Katerina is committed to ongoing professional development and actively participates in industry training and events to stay informed about the latest changes in financial regulations and investment strategies.
Does Katerina provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Katerina holds SMSF Specialist Advisor Accreditation and has extensive experience in providing advice on all aspects of SMSFs.
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