Testimonials | SP Financial Advice

We first became aware of Stellios' financial advice when we attended a Qantas staff presentation in Ascot some years ago (maybe 2012 ). I was still at Qantas at the time so that would have been prior to 2013 when I retired.I think we would have then had some subsequent meetings with him due to my pending retirement. I believe he was working in conjunction with Clearview at that stage.

Since then, Margaret and I have been very happy with his advice and service. His scheduled reviews are prompt and any action required is carried out. We have always been happy with his recommendations.

We enjoy working with both Manjit and Stellios with the provision of information and ongoing market reports. Unscheduled meetings at short notice are never a problem. It is a great relief to us to know that we have a financial adviser in which we have confidence.

Mike & Margaret, Coorparoo, QLD
Clients since 2012

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I have been receiving financial advice from Stellios for approximately 13 years. During that time I have found his support and level of experience in financial planning to be excellent. His knowledge combined with his service and responsiveness has increased the wealth of my portfolio and ensured I’m on the right track to achieve what I need for a comfortable retirement. I would have no hesitation in recommending Stellios to anyone seeking a financial planner.

Ward, Annerley, QLD
Client since 2010

Stellios has been my financial adviser for over 10 years and I can honestly vouch for his professionalism and understanding of the market. I feel that Stellios is careful with my investment and I trust him without question. He takes the time to talk me through what is happening in the financial world and is cautious as I know he wants to ensure my investment lasts for the rest of my life. I would highly recommend Stellios to anyone looking for sound, quality advice.

Christine, Boonooroo, QLD
Client since 2013

As we were getting closer to retirement we wanted to get professional advise from a superannuation specialist as to what would be our best options to maximise our super fund. We were given Stellios' name.

Stellios took his time to go through all our options and work out the best way for us moving forward.

He has given us a sense of financial security and we have eased into retirement with very little issues. He takes time to explain things in a way that we fully understand and keeps us up to date . We can contact him at any time if we need assistance. Working with Stellios has been a pleasure.

Barry & Jill, Karalee, QLD
Clients since 2016

I contacted Stellios as I was interested in investing to set myself up later in life. Mainly to understand investment options and also my insurances.

Stellios is knowledgeable and experienced but most of all he is a delight to work with, such a kind caring and genuine individual. He is always honest and genuinely wants to help you as a client to achieve your goals.

I have been able to create a successful shares portfolio and have yearly reviews to ensure I am constantly ahead of the goals I have set.

Stellios always goes over and above and I feel at ease knowing he is my trusted adviser. I have referred many of my close friends and family to Stellios and they have all thanked me as they have enjoyed working with Stellios as much as I have over the years.

Keetah, Cremorne, VIC
Client since 2018

Stellios was highly recommended to me by a friend as I needed clarity on my financial situation with superannuation, savings, retirement etc., as not from Australia.

I always receive prompt helpful advice.

I feel relaxed with Stellios and find him easy to talk to.

Manjit and Stellios are wonderful!!!!!! I honestly only have praise for them both.

Deb, Taringa, QLD
Client since 2018

I was put into a position (change career) that pushed me to make some changes, so I started by researching super funds and financial advisers, and as you’d expect, I was looking for which one was best to grow my portfolio! Stellios came highly recommended and after meeting him, I could see that he ticked a number of boxes, for what I was looking for, in an Adviser.

Stellios' results have been as good if not better than those of the 'Big Super Funds', consistently around 10% or above, up until 2019/20, unfortunately the market has been turbulent (both good and bad) for everyone’s Super since then!

Stellios has always been readily available; knowledgeable; he has a truly vested interest in my portfolio; and in particular he’s listens to me and then provides the appropriate feedback, be it positive or negative!

Steve, Windsor, QLD
Client since 2013

I came to Stellios because his predecessor was handling me. I can't remember the exact time but it would have been 2008-2009?

Stellios has always been meticulous in advising me of risk profiles etc and is very careful with regards to giving ethical advice.

I believe the results have been satisfactory in every case.

Jim, Currumbin, QLD
Client since 2010

We were fed up with our previous Adviser and the products we were in. As Stellios had been known to us through previous super dealings, we reconnected again last year and he presented a better package tailored to our ongoing needs.

Stellios provides clear directions on any item requiring action on our part and gives explanations us more seniors can grasp.

He is pleasant to deal with and readily assessable.

Manjit, provides and processes forms promptly and thoroughly.

Alan & Janine, Hope Island, QLD
Clients since 2022

My husband and I have been clients of SP Financial Services since 2016.

Stellios was recommended by a friend and from day one we felt at ease with Stellios. We had previously spoken with a few financial consultants and never felt comfortable as we felt we were only another number.

We have found Stellios to be genuine, caring and committed to providing the best service possible. His advice has always been excellent and has helped us considerably navigating through our retirement needs.

So much so we have since recommended Stellios to friends (something we never do) as we are extremely confident in the service he offers. We would have no hesitation in recommending SP Financial Services as we can honestly say we have received excellent service and advice. Stellios goes above and beyond with the personal service he offers.

Ronaldo & Bernadette, Hope Island, QLD
Clients since 2016

We were first referred to Stellios by friends/relatives who had become clients and were very satisfied with the handling of their affairs over difficult times; two retirements at separate times, financial matters during medical crises, and the eventual decease of one partner. Their main claim was that they always felt Stellios was a personality you felt you could trust, who spoke plainly, did the work first, and never tried to be any sort of slick salesperson.

We have also found these attributes to be consistent, and have found Stellios to be approachable and empathetic, a good listener, knowing what needs to be asked, prepared with the material required for an interview, prepared to research issues on the spot if required, and afterwards also if necessary. The small-scale operation of his office makes the whole process very personal, as supported by regular email and telephone contact. His office location is easy for us to access.

Our requirements were to guide us through the processes of retirement and superannuation, one now in practice, one still to come. This has all occurred very smoothly, despite our regular ineptitude in not knowing specific information or what assets we had in place. Without his guidance, we would have been floundering badly, and the sympathetic relationship he has set up with us makes it very easy to return, and to have confidence with his guidance.

Deb & Bruce, Wavell Heights, QLD
Clients since 2019

Stellios inherited us from Comcorp.

We have transitioned our investments and super with Stelios's help and vigilance to our retirement.

We feel extremely lucky to have Stelios become our Financial Adviser. He has always been easy to contact and approach with any questions we have had, and feel that he has earned our trust and respect,

We feel confident that Stelios always does the best for us and would have no hesitation in recommending him to any of our friends or colleagues.

John & Cheryl, Newport, QLD
Clients since 2010

"We have been with Stellios for the last 10 years, in that time we have found him to be very professional, easy to work with. We feel confident that he has our best interests at heart. We are treated as an individual and not as a number. We have been very happy with the growth of our portfolio and will be using his services for many years to come. As we will be retiring within the next 7 years our main focus is to have the funds to be comfortable in retirement - Stellios has been assisting us with this transition. "

Helen & Gary, Wellington Point, QLD
Clients since 2013

"Stellios takes great care and attention in providing his expert knowledge in all areas of our financial planning. From Superannuation, to insurance and investment Stellios makes time after hours to meet and carefully explain our portfolio. As a small business owner Stellios goes above and beyond to consult with our accountant to ensure all areas of our future are carefully planned for. Between Stellios and Robyn his assistant their service is outstanding!"

Katy & Sean, Albany Creek, QLD
Clients since 2016

My many interactions with S P Financial Advice over the past 5 years have always been first-rate.
In my experience, Robyn is a gem! She is always amicable and very welcoming. I can rely upon Robyn to attend to my business needs quickly and efficiently. Nothing seems to be too much trouble for Robyn!
Stellios is easy to talk to and not at all pushy. Importantly, he is also a great listener. His recommendations stem not only from his expert financial knowledge and understanding but also from his exceptionally-good judgement. I have great confidence in Stellios. Plus, he always makes me feel like I am his most important client!
My retirement plans are in great hands!

Kerry-Anne, Thornlands, QLD
Client since 2015

I have been a client of Stellios' for 6 years after being made redundant from an organisation who I had worked for 14 years.

When I first met with Stellios he clearly outlined my strategy options and has since ensured I have remained on track to achieve my financial goals. Throughout this time Stellios has continued to put really good strategies in place protecting my assets and consistently comes up with realistic goals.

I have enjoyed working with Stellios as he has a clear way of communicating with someone who isn't financially savvy.

Ann-Marie, Greenslopes, QLD
Client since 2012

We first met Stellios at a seminar while I was still employed by QANTAS and I was most impressed with his friendly personality and fresh approach to dealing with the superannuation system in general. Once we decided to engage Stellios as my superannuation advisor, we came to know him as a most reliable and trustworthy person who was able to answer all our questions and offered professional help in arranging our portfolio. As the years progressed we have regularly contacted Stellios seeking advice and he was always available to supply the information we needed. The fact that Stellios is even prepared to come to our home to conduct meetings has shown us that he is truly interested in caring for his clients and takes the time to fully explain situations that change and impact on our superannuation as time passes.

We now regard Stellios as a friend as much as an advisor and would recommend him to anybody who is in need of a fully qualified professional to take care of their superannuation needs.

Peter & Judy, Murrumba Downs, QLD
Clients since 2011

We first met Stellios in November 2010, on a handover from our previous Adviser.

Planning had been with Comcorp for some time, but our previous Adviser had decided to leave Comcorp.
Since this time we have had many discussions with Stellios, and have great confidence in his research and advice.
We highly recommend Stellios as a Financial Planner.

Brendan and Dayle, Greensborough, VIC
Clients since 2010

I created my account with Clearview in 2008 and Stellios became my financial adviser in 2011. It has proved to be a healthy and rewarding relationship.

Stellios presents himself well, and conveys his message/knowledge in a friendly, conversational, and helpful manner. He is very approachable for information, and ensures all enquiries raised are followed-up and answered.
Another important factor in doing business with Stellios is that he has friendly, reliable, courteous staff who respond to all requests in a prompt and professional manner.

Ross & Trish, Capalaba, QLD
Clients since 2010

Stellios is a dedicated and hard-working professional. His knowledge and expertise enable him to achieve the best outcomes for his clients. He is driven to provide excellence in every aspect of his client relationships. Stellios is a financial adviser of the highest integrity, I have recommended his services in the past and it is my pleasure to do so again.

Flavia Formica, Flavia Formica Business Coaching

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