Theodore Mallos
About Me
With more than 25 years of industry experience among global top tier firm’s, I oversee all aspects of our valued clients’ financial affairs and takes a hands-on approach that devotes a great deal of personal attention to intimately understanding the specific financial outcomes our valued clients want, so we can deliver a customised strategy that will comfortably meet your unique personal ongoing needs through rugged financial landscapes.
I understand that complex modern family arrangements are not always based on crunching numbers, so if you're looking for experienced financial advice with a distinguished personal service touch to preserve/ grow your wealth and comfortably reach your unique financial goals - get in touch today to schedule a complimentary initial private consultation with an expert.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 18 Years
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Licensed By Synchron Advice Pty Ltd