Theodore Karoumbalis

Profile Image
Company iAdvice
Title Financial Planner
Profession Financial Planner
Address Level 31 120 Collins St MELBOURNE VIC 3000
Email [email protected]
Phone 03 8658 8875


Having developed a career in banking, investment and financial planning over the past 10 years, Theo's experience has involved working in both domestic and overseas investment markets. From the outset, identifying the precise expectations and needs of clients has been the defining characteristic of the service he provides. Areas of expertise include Financial Strategist, Accredited SMSF Specialist, Special Disability Trusts, Retirement Planning, Superannuation, Investments, Centrelink