Nick Athanasiadis
Financial Adviser
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About
Nick Athanasiadis is an ASIC-registered financial adviser dedicated to helping individuals and families in South Yarra and beyond achieve their financial goals. With a Bachelor of Business from Victoria University of Technology and further qualifications including an Advanced Diploma of Financial Planning from Kaplan and the FASEA accreditation, Nick provides expert advice tailored to your unique circumstances. Nick is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management. He specialises in creating personalised strategies for retirement planning and securing your financial future. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Nick can provide the expert guidance you need. Contact Nick today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Nick Athanasiadis offer?
Nick provides 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 all aspects of your financial planning needs.
What are Nick's qualifications?
Nick holds a Bachelor of Business from Victoria University of Technology, a Self Managed Super Fund Course certification from Kaplan, an ASX Securities Exemption from Professional Investment Services, an Advanced Diploma of Financial Planning from Kaplan, and is FASEA accredited.
How does Nick Athanasiadis develop a financial plan for his clients?
Nick works closely with his clients to understand their current financial situation, their goals, and their risk tolerance. He then develops a personalized financial plan that is tailored to their specific needs and circumstances. He will regularly review and adjust the plan as needed to ensure that it continues to meet their evolving needs.
What should I expect during my first meeting with Nick?
During your first meeting, Nick will take the time to get to know you and your financial goals. He will ask you questions about your current financial situation, your risk tolerance, and your long-term objectives. This initial consultation helps him understand your needs and determine how he can best assist you.
Can Nick help me with my superannuation?
Yes, Nick specialises in providing superannuation advice. He can assist you with choosing the right superannuation fund, consolidating your superannuation accounts, and developing a strategy to maximise your superannuation savings for retirement.
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