At Your Life Umbrella, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
You get the best of both worlds at Your Life Umbrella. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.
Nick Arkoudis
Director/Financial Adviser
Nick Arkoudis
Nick Arkoudis
Director/Financial Adviser
Nick Arkoudis is a qualified Financial Adviser that has been in the Financial Services for the last 20 years.
He commenced his career in 2001 in the legal industry before moving to the financial services industry where he held several positions including National and N.S.W Business Development Manager (BDM) positions.
After moving into Financial Planning he has helped hundreds of clients with all sorts of financial solutions, where he was also a Financial Adviser for the Commonwealth Bank for almost 6 years. In 2016 he incorporated Your Life Umbrella as a Self-Employed adviser.
Nick prides himself in developing close relationships with his clients to help them through their life journey, not only as clients but as long-term friends.
Qualifications:
Grad. Dip Applied Finance - Major Financial Planning / Diploma in Marketing Management
SMSF Accredited
Max Zeng*
Paraplanner & Advice Strategist
B.Com, CFP®, Dip FP, Adv Dip FP, Cert SMSF
SMSF & ASX Listed Product accredited
Max Zeng*
Max Zeng*
Paraplanner & Advice Strategist
B.Com, CFP®, Dip FP, Adv Dip FP, Cert SMSF
SMSF & ASX Listed Product accredited
Max has worked in the financial services industry since 2011 and joined RI Advice in 2014. Max enjoys creating, implementing and continually reviewing financial plans for clients. Max is a big believer of holistic advice and he works closely with a group of specialists in his professional network (Accountants, Stock Brokers, Fund Managers, Mortgage Brokers and Lawyers) to give his clients appropriate financial solutions based on their goals, needs and objectives.
With a major in Accounting in his Bachelor’s degree and years of experience working in a technical role, Max has had exposure to a wide range of strategies, including complex areas like SMSFs, Trust Structures, Aged Care and Estate Planning. Max was also named the “RI Advice Group Paraplanner of the Year 2016”, a recognition of his commitment to high professional standards.
Max holds the internationally recognised Certified Financial Planner™ or CFP® qualification and he continues undertaking ongoing professional development to equip himself with the technical knowledge and latest industry information required to service his clients professionally.
Alyssia Beresford
Head Office Support
Alyssia Beresford
Alyssia Beresford
Head Office Support
Alyssia is part of our Head Office Support team
