Our Team
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Meet The Experts
Say hello to Theo Makris, our principal adviser
Theo is a hard driven individual, who excels in communication and providing that unique advice to achieve your financial goals. Theo listens to your needs which helps him understand your current financial situation and then prepares that approach to help you get to your end goal.
He has over 20 years experience in the industry whilst having a Diploma of Financial planning education. He is qualified to give advice on various areas of financial planning.
Theo is a specialist when it comes to personal lending, insurance advice and superannuation. He enjoys relationship building, time spent with the family, having fun and on the weekends, you might see him on the golf course here or there.
Say hello to Billy Makris, our paraplanner/support
Billy is an individual that concentrates on providing the best experience for our cliental. Whether its enquiries on implementation phase or just simply providing quality communication throughout the journey. He also prepares the statement of advice for our adviser Theo.
He has over 5 years of experience working under our principal adviser and has completed his Bachelor of Commerce Degree at Deakin University whilst majoring in Finance & Financial Planning.
He enjoys lots of different sports having passion in both AFL/Soccer and loves to hang with friends over the weekend.
Need Financial Advisor? Contact Us Today
Are you unsure about how to plan for your future? Look no further! Our team of experienced financial advisors is here to help you navigate the complex world of finance with confidence and clarity.
