Who is Spiro Pandelakis & Associates?

Spiro Pandelakis & Associates were established in 1988. We are a small, boutique financial planning operation situated in Sutherland, in Sydney's south.

We are also a licenced member of AXA Financial Planning Limited.

We believe financial planning is a process, not a product. This process being:

• establishing your needs;
• developing strategies to meet these needs;
• analysing current and future resources;
• designing and implementing a written plan;
• monitoring the results;
• making adjustments as necessary.

We offer our clients advice that is relevant and accurate and operate in two distinct areas and capacities when providing financial advice and services. These are in the areas of wealth accumulation and investments and risk protection advice.

Disclaimer

The information/advice provided in this Website is General Advice Only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to the products mentioned, and consider the statements before making any decision about whether to acquire products.