Financial Planner Profile
Con Doumbos- FPA
Senior Financial Planner-Nationwide Financial
I completed my HSC in 1980. After High School started working in various customer service roles from 1981 until 1987 with Shield Insurance and Australian Eagle. Became an adviser in 1987 as an employee and eventually became self-employed in 1990 running my own business until 2007. Since then I have enjoyed the privileges as an employee. Started with Nationwide Financial in June 2016 and have 35 years of experience. I have completed the Diploma Of Financial Planning including the 7 modules out of the available 8.
Qualifications
- Diploma of Financial Planning
- Member of the Financial Planning Association
What are your main work ethics and core values?
It is important that we work in a positive, open, friendly, professional environment. This will in turn flow through to our clients. My and I do believe our core values at Nationwide are but not limited to honesty, accountability, respect, caring, reliability, integrity, commitment, loyalty and drive.
What are your hobbies and interests?
My top interest is my family. I treasure every moment with them. Other interests include:
- Rugby League
- Enjoy a good party around a BBQ.
- Exercising
- Music
- Seeing live bands
- Swimming when I can.
“It is important that we work in a positive, open, friendly, professional environment. This will in turn flow through to our clients. I do believe our core values at Nationwide are but not limited to honesty, accountability, respect, caring, reliability, integrity, commitment, loyalty and drive.”
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown