Paul Hatzigeorgiadis
Location:
Moonee Ponds, VIC
 
Contact:
 
Biography:
Paul can work with you to prepare and implement comprehensive strategies incorporating risk management, investment, retirement and estate planning in order to achieve your lifestyle goals. In addition, he offers business and professional clients advice on investment trading structures both for asset protection and tax planning purposes as well as the establishment and management of self managed superannuation funds. A particular speciality of Paul is retirement planning along with advice on Redundancy, Termination packages and Centrelink maximisation. All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may instruct him to purchase particular products or investments on your behalf. Paul has had over ten years experience in the Financial Services Industry and has lectured at Swinburne University in Financial Planning. Paul's tertiary qualifications include a Bachelor of Business and a Bachelor of Science. Paul is also an associate member of the Australian institute of Banking and Finance. Paul is an Authorised Representative of Futuro Financial Services. As such, he is authorised by Futuro to give advice on investment, securities, superannuation, risk management and estate planning matters. Paul Hatzigeorgiadis is an estate and financial planning specialist who places a high importance on building and maintaining long term relationships. A commitment to customer service is of particular importance in establishing enduring relationships with clients. He specialises in a number of disciplines, including: -Estate Planning. -Investment & Specialist Advice. -Superannuation and Redundancy. -Retirement Planning & Centrelink benefits. -Risk Management. -Debt Management & Budgeting