Nektarios Karkotis
Financial Adviser
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About
Nektarios Karkotis is an ASIC-registered financial adviser based in Wembley, WA, dedicated to helping individuals and families achieve their financial goals. With a strong foundation in economics from the University of Western Australia (2001) and a Graduate Diploma of Financial Planning from the Securities Institute (2005), Nektarios brings a wealth of knowledge and experience to his clients. He has further enhanced his expertise with qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, Finance and Mortgage Broking, and Ethics for Financial Services. Nektarios is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Nektarios is committed to providing personalised financial advice tailored to each client's unique circumstances. He stays abreast of industry changes, most recently completing a Diploma of Finance and Mortgage Broking Management in 2025, ensuring that his clients receive the most up-to-date and effective strategies. Let Nektarios help you navigate the complexities of the financial world and build a secure future. Contact him today to schedule a consultation and discuss your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Nektarios Karkotis offer?
Nektarios Karkotis provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What are Nektarios Karkotis's qualifications?
Nektarios holds a Bachelor of Economics from the University of Western Australia, a Graduate Diploma of Financial Planning from the Securities Institute, and additional qualifications in Margin Lending and Geared Investments, Self Managed Superannuation Funds, Finance and Mortgage Broking, Ethics for Financial Services and a Diploma of Finance and Mortgage Broking Management.
What is the process for working with Nektarios?
The process typically begins with an initial consultation to understand your financial goals and current situation. Nektarios will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving needs.
How can Nektarios Karkotis help me with my superannuation?
Nektarios can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your superannuation accounts, and developing a retirement income strategy to maximise your benefits.
What should I expect during my first meeting with a financial advisor?
During your first meeting, expect to discuss your financial goals, current financial situation, and any concerns you may have. The advisor will explain their services and how they can help you achieve your objectives. It's a chance for both you and the advisor to determine if you're a good fit for each other.
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