Over my career I have gained a wealth of knowledge and experience in helping clients with their financial planning needs.
I am a Certified Financial Planner; having also completed the Graduate Diploma of Financial Planning from FINSIA and a Bachelor of Commerce from Deakin University.
I am passionate about helping my clients and listening to what is important to them. I seek to understand what my clients want to achieve, and then translate their opportunities, goals and concerns into a personalised plan that meets their needs.
Once I have gained a full understanding of my clients and have consulted our team of experts, where needed, I identify potential solutions to help build an ongoing advice plan. I have access to a full range of financial solutions that help my clients reach their short, medium and long-term goals.
Through my business Laurium Private Wealth, I work with you as your partner in tying your financial resources to your life needs. I also work as part of a team in a collegiate approach with other professionals such as your accountant, lawyer, banker and insurance broker.
Only this way are you, the client, at the centre of the relationship where we all work for you towards achieving your goals.
In my spare time I enjoy spending time with my wife and two awesome children, being on the committee of our local soccer club, Monash Villarreal FC, following AEK Athens FC and Liverpool FC and continuing to be a member of the Richmond Football Club.
Helen Barbagiannis | Client Services Manager
Helen has over 20 years of experience in client services and administration management, the last 4 of those years as a part of Laurium Private Wealth’s client services team. Prior to this Helen worked in various client services and administration roles.
In her spare time Helen enjoys spending time with her family and friends, watching her Hawks, the Milwaukee Bucks and re-runs of Game of Thrones.