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.
Director
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 mortage 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 built 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 and Recognitions
- 2023 - Assured Business & Wealth Advisors Pty Ltd - Insititute of Public Accountants (IPA) National Practice of the Year
- 2022 - Finalist - Insititute of Public Accountants (IPA) Member of the Year SA/NA
- 2021 - Winner - Insititute of Public Accountants (IPA) Member of the Year SA/NA
- 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 achievements of his clients.
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
Mortgage Broker/Property Investment Enthusiast
Dimitri is a dedicated mortgage broker with a passion for helping young 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 existing 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
Client Services
Gina Tsimopoulos joined Assured in 2000 as Assured's Administration Manager. Throughout this time her role has evolved to encompass a broad range of responsibilities that contribute significantly to the administrative and internal business operations of the firm.
As one of our “directors of first impressions” Gina is that friendly voice on the phone ensuring that all your requests are met in a timely and efficient manner.
Paraplanner
Kate Lloyd has over 10+ 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.
Kate believes that everyone can benefit from reviewing their financial affairs and enjoys assisting people meet their goals and objectives, both now and in the future.
Professional Achievements
- Bachelor of Business (Commercial Law)
- Diploma of Financial Services
At Assured Business & Wealth Advisors we pride ourselves on running a business that has
clients returning year after year to engage our services. We also know that the key to a successful business
is good management, happy and productive staff and satisfied clients.
Welcoming & comfortable environment
Open & honest discussions with
clients
We build our relationships based on mutual trust
Proving our service stands first hand
- we're not just talk!
We would love to hear from you - book now to meet with us and see how we can help you.
For Financial Planning appointments or after office hours appointments please contact our office directly on
(08) 8384 4400 to see how we can assist you.
*New Financial Planning, Lending or Business Accounting only
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Liability Limited by a Scheme Approved under Professional Standards Legislation.
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