Yianni Palios, AFP®

Since 2017, I have been part of the OzPlan team, working my way from the ground up to become an accomplished Financial Adviser.

I am passionate about helping people to achieve their financial goals. An example of this was when a new client came to see me that had reached age 65 and was concerned that her savings and income would not provide for an adequate lifestyle in retirement. I was able to demonstrate to her through my cash flow modelling that she could live comfortably, afford a new car and go on her longed for overseas holiday. She could even afford to set aside some money for her much loved grandchildren.

I also obtain satisfaction when working with families to determine the best outcomes when faced with having to make the decision about moving a loved one into Aged care, having gone through this with my grandmother.

I really enjoy the new challenges I am presented with daily and through applying my knowledge, personal experiences and tertiary education, it allows me to demonstrate to clients that they can achieve their personal financial goals and objectives.

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