He combines practical experience and postgraduate qualifications to assist clients in making informed decisions to achieve their financial goals and objectives.
Evan Tsipas is a Partner of RSM Australia Partners and a Director of RSM Financial Services Australia Pty Ltd.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
SIGNIFICANT PROJECTS
- Evan assists individuals achieve their goals by providing sound financial advice tailored specifically to each individual's personal circumstances
- Advised private and high-net worth individuals in relation to investment planning, wealth protection, superannuation and retirement planning
- Evan specialises in portfolio construction, and if appropriate, can take a contrarian approach to investing with an affinity for 'value-style' investing
PROFESSIONAL ASSOCIATIONS
- CFA Charterholder
- Member, CFA Institute
- Member, CFA Society of Melbourne
- Associate Member, Financial Planning Association
QUALIFICATIONS
- Chartered Financial Analyst, Diploma of Financial Planning
- Bachelor of Commerce, Bachelor of Science