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
Accountant / Business Advisor / Financial Adviser / Lending Specialist
Paul Tsimopoulos is a qualified Accountant, Financial Adviser and Mortgage Broker with 30+ years of professional experience. Paul began in Public Practice in 1992 and founded Assured Business & Wealth Advisors since its inception in 1994.
Paul is committed to supporting and developing the interests of clients, including owners and operators of small and medium enterprises.
Paul finds that the most rewarding client relationships are those based on mutual trust which is developed over a period of 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
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
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
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.
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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