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Jonathan Kouloukakis

Financial Adviser

BBus, DipFP

I’ve always wanted to help people get ahead. Financial advice turned out to be the way to do that.

For me, this work isn’t really about numbers. It’s about giving people clarity and structure so they can stop worrying and start focusing on the life they actually want to live. What I enjoy most is the relationship side. Getting to know my clients, understanding what matters to them, and building something that lasts beyond a single meeting.

One of the most rewarding parts of my role is seeing someone walk into their first meeting, feeling uncertain and overwhelmed, not sure if they’re doing the right things. By the time we’re done, you can see the relief on their face. Knowing I’ve helped make someone’s life a little easier? That’s the best part of what I do.

Outside of work, I’m all about friends and family. Games nights, footy events, road trips down to the Southern Highlands to switch off and enjoy the countryside. I also play golf with my dad. We recently got our handicap down from 30 to 28, so we’re basically on tour.

My fiancée is a videographer, and I enjoy picking up a camera to help her film or take photos at her gigs. I’m also passionate about the Constant Will to Give foundation, which raises money to help individuals and families battling cancer. I also enjoy attending my local church, which is an important part of my life.

Jonathan Kouloukakis
Qualifications

Jonathan in the hot seat