Business Details
22 Years
experience
Independent Financial Advisers in Scoresby, Victoria
AGM Financial Services has been providing independent financial advice since 2004, holding Australian Financial Services Licence 246857. Our privately owned structure ensures we remain free from institutional affiliations, allowing objective recommendations tailored to individual client needs. We specialise in superannuation, retirement planning, investment strategies and insurance solutions for Victorian residents.Our team of qualified professionals delivers both personal and general financial advice through documented Statements of Advice. With offices in Scoresby, we combine local expertise with comprehensive compliance frameworks to address complex financial requirements across tax planning, aged care and wealth management.
Services
Superannuation Advice
Self-Managed Super Funds
Financial Planning
Investment Strategies
Insurance Solutions
Retirement Planning
Tax Effective Structures
Centrelink Guidance
Statement of Advice
Compliance Services
Details
- Year established: 2004
Highlights and features
- Established in 2004 with independent licensing framework
- Unrestricted product recommendations due to no institutional affiliations
- Documented compliance processes for all financial advice
- Specialist expertise in superannuation and retirement planning
- Locally-based team with Victorian market knowledge
Associations and certifications
- Australian Financial Services Licence 246857
Services
Superannuation Advice
Comprehensive guidance on superannuation contributions, withdrawals and pension structures. We help clients optimise retirement savings through tailored investment strategies and insurance arrangements. Our specialists address compliance requirements for self-managed super funds.
Financial Planning
Personalised financial roadmaps covering investment strategies, tax planning and risk management. We document all personal advice in compliant Statements of Advice, ensuring transparent decision-making frameworks for long-term wealth growth.
Retirement Planning
Detailed retirement projections assessing fund longevity against desired lifestyle outcomes. We develop customised strategies to enhance retirement capital through tax-effective structures and diversified investment portfolios.
Investment Advice
Expert recommendations across managed funds, ETFs, shares and property investments. Our team evaluates client risk profiles to create balanced portfolios aligned with financial objectives and market opportunities.
Insurance Solutions
Tailored life, disability and income protection policies. We assess individual needs to implement appropriate coverage levels, including investment-linked insurance products that integrate with broader financial plans.
People
Con Mavridis
Financial Advisor
Qualified financial advisor with expertise in superannuation structures and retirement planning. Holds ASIC Authorised Representative No: 223021, specialising in documented compliance frameworks for investment strategies.
Janine Mavridis
General Manager
Oversees operational compliance and client service delivery. Manages financial planning documentation processes including Statements of Advice and risk profile assessments for investment recommendations.
Questions
What financial services do you specialise in?
We specialise in superannuation advice, retirement planning, investment strategies, insurance solutions and tax-effective financial structures tailored to individual client needs.
Are you independent financial advisers?
Yes, we operate independently without affiliations to banks or financial institutions, ensuring objective recommendations based solely on client requirements.
How do you charge for financial advice?
We provide transparent fee structures documented in Statements of Advice. Charges vary based on service complexity and are disclosed prior to engagement.
Do you offer ongoing financial support?
Yes, we provide continuous portfolio reviews and financial plan updates to ensure strategies remain aligned with changing personal circumstances and market conditions.
What areas do you service?
Primarily serving Scoresby and surrounding Melbourne eastern suburbs, with virtual consultations available for regional Victorian clients.
Reviews (1)
Robin Joseph
Aug 02, 2019
Report
Excellent Customer Service and very proactive approach with a "Can Do" attitude. Very Quick turn around on settlements. They even remind you on your residual amount due date if required do all the needful for refinance. Any day Any time happy to refer them for their Excellent Service with a smile. Robin.
