AGM Financial Services Pty Ltd

Australian Financial Services Licence: 246857

Professional Advice

Superannuation & Pensions

Advice on all aspects of superannuation including, contributions, withdrawals, pensions, investments, insurance, and death benefit nominations.

Self-Managed Superannuation

Advice to trustees and fund members including: investment strategy, insurance, death benefit nominations, Limited Recourse Borrowing Arrangements (LRBA), and compliance issues.

Financial Planning

We provide "Personal" financial advice or "General" financial advice. All Personal advice is provided in a legal document called a Statement of Advice (SoA).

Investment Advice

Managed funds, ETF's, Shares, Bank products, Managed investment schemes, Property, Margin Loans, and negative gearing strategies.


Life, Disability, Trauma, Income Protection insurance, and Investment life insurance products.

Retirement Planning

Advice on all aspects of retirement such as: How long will my money last? What retirement lifestyle will I be able to afford? How can I improve my retirement funding?

Tax Planning

Tax effective and tax minimisation strategies.

Centrelink & Aged Care

Aged Pension, Disability Support Pension, Carers payment and carers allowance, Aged care.

About Us

AGM Financial Services Pty Ltd is a financial planning office located in Scoresby, Victoria.  In 2004, the Australian Securities and Investment Commission (ASIC) granted us our own Australian Financial Services License.  We are a privately owned company, therefore we are not limited by any affiliations with Banks, Financial Institutions, or Insurance Companies.  In view of this, we are able to recommend a complete range of services and quality products that suit you.

Team of Professionals

Con Mavridis

Financial Advisor

Janine Mavridis

General Manager

Contact Us

Monday - Friday, 9.00 am - 5.30 pm

2 Darryl Street Scoresby Vic 3179