Growing up, my fascination with finance and the intricacies of the world was influenced by my father’s profession as an accountant. Our conversations often revolved around taxation and the possibilities that arise when one is well-versed in the nuances of financial regulations. Upon completing my university education, I found myself immersed in the financial planning industry, initially drawn in through a company that also offered salary packaging consulting. It was through this experience that I witnessed firsthand the profound impact our strategies could have on the lives of our clients, fulfilling my desire to assist others in achieving their financial goals.

Rooted in my Greek heritage, family holds profound importance for me, serving as a constant reminder of the values instilled in me by my grandparents, parents, siblings and cousins. Reflecting on the satisfaction of helping clients, I am reminded of how my own family members would react to being in a better financial position – this thought drives me to excel in this industry.

Outside of work, I find joy in playing, coaching, and refereeing volleyball, immersing myself in the camaraderie of the sport. Additionally, I am an avid gym-goer, embracing all aspects of fitness and indulging in the pleasures of good food, often documenting my culinary adventures through photography. In both my professional and personal pursuits, I am committed to making a positive impact, fuelled by a passion for helping others and a dedication to continuous growth and learning.

Kosta joined Blueprint Wealth team in 2024. He has been working in the financial planning industry since 2020. Kosta holds a Bachelor of Commerce (Majoring Finance) from Curtin University.

Kosta works closely with David Baruffi & Jason Laming to provide services to clients and assist them with advice strategies to help them achieve their financial goals and objectives.

Kosta Tsokos is an Authorised Representative and Credit Representative of Akumin Financial Planning Pty Limited and is a member of the Financial Planning Association of Australia.