Business Details
28 Years
experience
Trusted Financial Advisers in Sydney
Econ Financial Services has been delivering tailored financial advice since 1998, holding its own Australian Financial Services Licence (AFSL 293876) since 2005. Our expertise lies in wealth creation and preservation, specialising in investment strategies, superannuation solutions including SMSF management, and retirement planning. We prioritise client education, ensuring transparency in how funds are managed while addressing individual financial goals.With decades of combined experience, our team of accredited professionals provides tax-effective solutions across diverse asset classes. We maintain rigorous compliance standards and focus on long-term client relationships, supported by ongoing administrative support and strategic guidance aligned with evolving regulatory frameworks.
Services
Investment Advice
Superannuation Solutions
SMSF Management
Retirement Planning
Aged Care Solutions
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of combined experience in financial planning and SMSF management
- Our team includes Chartered Accountants and certified financial planners
- We provide tailored investment strategies across multiple asset classes
- Specialised expertise in tax-effective superannuation solutions
- Comprehensive retirement planning including aged care fee analysis
Associations and certifications
- Australian Financial Services Licence (AFSL)
What people say
Expert SMSF guidance
Clear communication
Tax-effective strategies
Professional team
Comprehensive planning
Services
Investment Advice
We provide strategic investment advice across managed funds, direct shares, and fixed interest products. Our accredited planners help clients optimise capital growth while managing tax implications. Tailored strategies consider individual risk profiles, investment timeframes, and financial goals to create diversified portfolios aligned with regulatory requirements.
Superannuation Solutions
Our superannuation specialists offer comprehensive SMSF management services including fund establishment and investment strategy development. We provide ongoing compliance support while helping clients maximise tax-effective savings. Services cover contribution strategies, pension transitions, and intergenerational wealth transfer planning within regulatory frameworks.
Retirement Planning
We develop holistic retirement plans addressing income sustainability, aged care costs, and estate planning. Our approach considers government benefits, healthcare expenses, and lifestyle requirements. Clients receive scenario analysis for different retirement ages and strategies to optimise Centrelink entitlements while maintaining investment growth.
Aged Care Solutions
Specialised advice covers aged care fee structures, accommodation bonds, and government subsidies. We help families navigate facility selection while protecting assets through compliant financial arrangements. Our planning ensures clients meet care costs without compromising long-term financial security for themselves or their families.
Tax-effective Solutions
We implement strategies to minimise tax liabilities across investment vehicles and superannuation structures. Services include income splitting, capital gains management, and business succession planning. Our Chartered Accountants develop integrated approaches that maintain compliance while maximising after-tax returns for both individuals and corporate clients.
People
Alex Dimos
Director
With 18+ years in financial services, Alex specialises in equity markets and SMSF management. He leads our advisory team while supporting client education initiatives. Holds a Bachelor of Economics and Diploma of Financial Planning.
Alfred Hung
Financial Adviser
Chartered Accountant Alfred offers tax-effective solutions with expertise in SMSF compliance. Holds Commerce degrees and Graduate Certificate in Financial Planning. Specialises in integrating taxation and investment strategies for high-net-worth clients.
George Shahinian
Director
Managing Director with 10+ years helping clients achieve financial objectives. Oversees compliance and operations while managing property development portfolios. Holds Commerce and Masters degrees, balancing client service with strategic leadership responsibilities.
Anna Gordon
Operations Manager
20-year financial services veteran with compliance and project management expertise. Ensures regulatory adherence across advisory practices. Holds Management degree and Graduate Diploma in Financial Planning, focusing on industry innovation and client protection.
Rachel McIntyre
Client Service Administrator
Client service specialist providing administrative support to advisers. Joined EFS in 2022 with focus on client communication and documentation management. Ensures smooth client interactions while maintaining compliance with service delivery standards.
Questions
What investment options do you offer?
We provide advice across managed funds, direct shares, listed property funds, and fixed interest products tailored to individual risk profiles.
Can you help with self-managed super funds?
Yes, we specialise in SMSF establishment, compliance, and investment strategy development with ongoing administrative support.
How do you approach retirement planning?
We create personalised plans considering tax implications, aged care needs, and income sustainability through diversified investment strategies.
Are your services tax-deductible?
Some financial planning fees may be tax-deductible - consult our Chartered Accountants for specific advice on your situation.
What areas do you service?
Primarily Sydney CBD and surrounding NSW regions, with remote advisory services available Australia-wide.
How are fees structured?
We use transparent fee structures including hourly rates, fixed fees for specific services, and ongoing advice retainers based on complexity.
Reviews (1)
Sandysheru Sharpei
Sep 20, 2021
Report
Paul and his team are absolutely amazing! In 2018 they made our dream possible of purchasing our first home. Since then have advised us on other financial decisions and are always available to speak to and happy to answer any questions. We trust every recommendation and will continue to use Econ Finance in the future!
