Assured Business & Wealth

We are a well-established Accounting firm and have been in business since 1992. We have broadened our services over the last decade to include financial planning advice and lending services.

Our goal is to help our clients, make finances easier to understand and to ensure that people who entrust us with their accounting, financial planning or lending matters feel confident that they are being well taken care of.

Meet Paul.

Managing Director
Accountant / Business Advisor / Financial Adviser / Lending Specialist

Paul Tsimopoulos is a highly experienced professional with over 30 years in accounting, financial advising and mortgage broking. He began his public practice career in 1992 and founded Assured Business & Wealth Advisors in 1994.

Throughout his career, Paul has been dedicated to supporting and advancing the interests of clients, particularly small and medium enterprise owners and operators. He believes that the most rewarding client relationships are those based on mutual trust, developed through consistent and effective service and advice.

Professional Achievements
- Fellow Member of the Institute of Public Accountants
- Fellow Member of the Taxation Institute of Australia
- Fellow Member of the National Tax & Accountants' Association
- Chartered Tax Adviser
- Registered Tax Agent
- Xero Certified Adviser
- Authorised Representative of Synchron
- Member of the Finance Brokers Association of Australia
- Authorised Credit Representative of PLAN
- Diploma in Financial Planning
- Justice of the Peace

Awards & Recongnitions

- 2023: Assured Business & Wealth Advisors Pty Ltd - Institute of Public Accountants National Practice of the Year
- 2022: Finalist - Institute of Public Accountants Member of the Year SA/NT

- 2021: Winner - Institute of Public Accountants Member of the Year SA/NT

- 2020: Finalist - Accountant's Daily Partner of the Year

Paul's commitment to excellence, innovation and client focused service has earned him and his firm industry-wide recognition. His dedication to providing tailored financial solutions has been instrumental in his long-standing success and the achievement of his clients.

Meet Ross.

Accountant / Business Advisor / Financial Adviser

Ross Monteleone is a qualified Accountant and Financial Adviser and has 10+ years of professional experience.

Ross is driven by his clients financial successes and finds assisting clients particularly rewarding.

As a qualified Accountant & Financial Adviser, Ross is extremely passionate about Financial Planning and believes that it is important for everyone to have access to good financial advice that is based on meeting a client's lifestyle and financial goals.

Professional Achievements
- Member of the Institute of Public Accountants
- Registered Tax Agent
- Authorised Representative of Synchron
- 2014 Count Financial Ltd Young Adviser of the Year Finalist

Meet Dimi.

Mortgage Broker / Property Investment Enthusiast

Dimitri is a dedicated accredited mortgage broker with a passion for helping younger families achieve the dream of home ownership and assisting investors in building long-term wealth through property investment. With a deep appreciation for real estate and an understanding of the financial strategies behind successful property investment, Dimitri is committed to guiding clients through every step of the lending process.

Driven by a strong belief that property is one of the most powerful tools for financial growth, Dimitri takes price in providing tailored mortgage solutions that align with each client's unique goals. Whether it's securing a first home loan for a growing family or structuring finance for a strategic investment, Dimitri ensures a smooth and stress-free experience.

Approachable, knowledgeable, and always willing to go the extra mile, Dimitri is here to make the journey to home ownership and wealth creation an exciting and rewarding one.

Professional Achievements
- Authorised Credit Representative of PLAN
- Member of the Finance Brokers Association of Australia
- Diploma of Finance and Mortgage Broking Management
- Xero Certified Adviser

Meet Gina.

Client Services Officer

Gina Tsimopoulos has been an integral part of Assured Business & Wealth Advisors since 2000, bringing over two decades of experience in administration and client service. Starting as Assured's administration manager, Gina's role has evolved to encompass a wide range of responsibilities that are essential to the firm's daily operations.

As one of our "Directors of First Impressions", Gina is often the friendly voice you hear on the phone, ensuring that all client requests are handled promptly and efficiently. Her dedication to exceptional service and attention to detail make her a valued point of contact for both clients and team members.

With a strong commitment to client satisfaction, Gina plays a key role in maintaining the smooth and professional operation of the firm, ensuring that every interaction is warm, welcoming and productive.

Professional Achievements

- Xero certified adviser

Meet Kate.

Paraplanner/client services

Kate Lloyd has over 18+ years experience in the Financial Planning industry. She has a broad knowledge in Financial Planning matters and has previously held roles as a Financial Adviser, Paraplanner and Client Services Officer throughout her career.

Our office all rounder, Kate is often involved in all services at Assured - from putting together financial plans to assisting in accounting and lending administration she will do her absolute best to help where needed.

Professional Achievements
- Bachelor of Business (Commercial Law)
- Diploma of Financial Services

Our Team

We are a well-established Accounting firm and have been in business since 1992. We have broadened our services over the last decade to include financial planning advice and lending services.

Meet Paul.

Meet Ross.

Meet Dimi.

Meet Gina.

Meet Kate.

Our Values

Our awards & recognitions

Your first 30 minute consultation is complimentary*