Theo Karoumbalis
“I provide strategic, financial, and operational guidance to help clients achieve their business goals, ensuring value and success through strong client relationships and expert advisory services."
Theo Karoumbalis is a Chartered Accountant and business adviser who is a financial bastion for his business and high net wealth clients. Theo relishes the opportunity he gets each day at work to apply a wealth of experience and knowledge to help these clients achieve better outcomes. Although quick to respond to the day to day issues that his clients experience, Theo shines when it comes to helping them succeed over the long term. In Theo, clients get an adviser who will help them identify and focus on their key priorities, whilst being on hand to assist with implementation.
Theo’s business clients love that his advice traverses their big picture through to day-to-day practicalities. Doubtless, the latter is still influenced by his experience as a truck driver before turning his hand to accounting – having a licence is good but delivering the goods is what counts!
In much the same way as a medical GP refers patients to specialists, Theo also acts as a gateway to a broad professional network, ensuring that his clients have access to quality advice and assistance at all times.
Away from work, Theo’s active mind encourages him to seek out other opportunities for growth and enlightenment. A variety of podcasts fuels his desire to analyse and understand complex narratives. He particularly attributes his travels through different cities and countries to providing him with skills and insights which help him to understand and address the multifaceted needs of his clients. He has an appetite (literally!) for trying different foods and exploring diverse culinary traditions. Whether it’s sampling street food in a bustling market or dining at a renowned restaurant Theo relishes the opportunity to experience new flavours and dishes. Theo believes each meal tells a story and he appreciates the artistry and creativity that goes into every dish.
Theo’s business clients love that his advice traverses their big picture through to day-to-day practicalities. Doubtless, the latter is still influenced by his experience as a truck driver before turning his hand to accounting – having a licence is good but delivering the goods is what counts!
In much the same way as a medical GP refers patients to specialists, Theo also acts as a gateway to a broad professional network, ensuring that his clients have access to quality advice and assistance at all times.
Away from work, Theo’s active mind encourages him to seek out other opportunities for growth and enlightenment. A variety of podcasts fuels his desire to analyse and understand complex narratives. He particularly attributes his travels through different cities and countries to providing him with skills and insights which help him to understand and address the multifaceted needs of his clients. He has an appetite (literally!) for trying different foods and exploring diverse culinary traditions. Whether it’s sampling street food in a bustling market or dining at a renowned restaurant Theo relishes the opportunity to experience new flavours and dishes. Theo believes each meal tells a story and he appreciates the artistry and creativity that goes into every dish.
Qualifications
Bachelor of Accounting/Bachelor of Economics
Xero Certified Adviser
Bachelor of Accounting/Bachelor of Economics
Xero Certified Adviser
Memberships
Chartered Accountants Australia and New Zealand
Chartered Accountants Australia and New Zealand