Paul Hatzigeorgiadis
Financial Adviser
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About
Paul Hatzigeorgiadis is an ASIC-registered financial adviser based in West Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Paul holds a Bachelor of Business (Financial Planning) from the Royal Melbourne Institute of Technology (2003) and has completed further studies in Margin Lending and Geared Investments, ALPA, and Self Managed Superannuation Funds through Kaplan. Paul is authorised to provide advice on a broad range of financial products, allowing him to offer comprehensive solutions that address your unique needs. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is committed to ongoing professional development to stay at the forefront of industry best practices and regulatory changes. Key services include: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to build and preserve your assets • Retirement planning to ensure a comfortable and secure future • Investment advice across a range of securities Ready to take control of your financial future? Contact Paul today to schedule a consultation and discuss your specific needs.
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Frequently Asked Questions
What types of financial advice does Paul Hatzigeorgiadis provide?
Paul provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Paul Hatzigeorgiadis have?
Paul holds a Bachelor of Business (Financial Planning) from the Royal Melbourne Institute of Technology (2003) and has completed further studies in Margin Lending and Geared Investments, ALPA, and Self Managed Superannuation Funds through Kaplan.
What is involved in Paul's financial planning process?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Paul will then develop a personalised financial plan tailored to your specific needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving circumstances.
How can wealth management help me achieve my financial goals?
Wealth management involves creating strategies to grow, protect, and distribute your assets effectively. This includes investment management, retirement planning, tax optimisation, and estate planning, all designed to help you achieve your short-term and long-term financial objectives.
What should I expect during my first meeting with Paul?
During your first meeting, you can expect to discuss your current financial situation, your financial goals (e.g., retirement, buying a home, education funding), and any concerns you may have. This meeting is an opportunity for Paul to understand your needs and determine how he can best assist you in achieving your objectives.
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