Evan Tsipas, Cfa Email & Phone Number

I am a Financial Adviser who advises individuals and families throughout both their accumulation / wealth building stages and retirement. I also consult in the area of investment management to High Net Worth individuals and institutions. I see myself as a researcher and problem solver for my clients, dealing with issues such as investment risk, superannuation, investment management, wealth protection (against both financial risk and personal risk) and efficient structuring of investments. My principal area of technical expertise relates to wealth creation using passive financial assets. I help clients transition through difficult change. I pride myself on the relationships I have with my clients and the bespoke solutions I create. My contrarian thinking has guided clients through various boom bust cycles in markets and in dealing with legislative change which has impacted on people's ability to plan for the future.I practice financial analysis, and have deep understanding of investment markets, my advice research is in depth. I am cost conscious, and considered of my client’s budget, good advice must add value. My advice solutions take into account life stages and goals, and I can change my focus to protecting young accumulators' potential earnings, for those who have accumulated wealth, growing this wealth in a risk aware fashion is my strength. I also consult in the areas of marital separation of assets, estate advice, Aged Care planning and succession planning. Again, when difficult financial decisions arise, my advice positions clients to make rational informed decisions about their future. I really do enjoy what I do. I enjoy taking on responsibilities that allow my clients more freedom in terms of time, financial capacity and mindset, to enjoy their priorities.