IOANNIS VAITSAS (Adviser# 000239507) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 27, 2017.
Register Name | Financial Advisers |
Adviser Name | IOANNIS VAITSAS |
Adviser Number | 000239507 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2000 |
Financial Service (AFS) Licence |
Licence# 000286786 SENTRY FINANCIAL SERVICES PTY LTD |
Licence ABN | 30113531034 |
Licence Controlled By | SENTRY GROUP PTY LTD |
Adviser Start Date | 2017-11-27 |
Appointing Representative Name | SENTRY FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000286786 |
Appointing Representative ABN | 30113531034 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business (Accountancy) | Queensland University of Technology |
Diploma of Financial Planning | Financial Planning Association of Australia |
Graduate Diploma of Business Administration (Management) | Queensland University of Technology |
Margin Lending and Geared Investments | Kaplan |
Self Managed Superannuation Funds | Kaplan Education Pty Ltd |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2017-11-27 - | SENTRY FINANCIAL SERVICES PTY LTD |
000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2008-11-14 - 2017-11-26 | RFS WEALTH CREATION PTY LTD |
Licence Name | SENTRY FINANCIAL SERVICES PTY LTD |
Licence Number | 000286786 |
Licence ABN | 30113531034 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
RODNEY PAUL EDWARDS | Sentry Financial Services Pty Ltd | Current | 2018-07-18 |
STEPHEN CHARLES GRANT | Sentry Financial Services Pty Ltd | Current | 2018-07-09 |
CINDY DAHIYA | Sentry Financial Services Pty Ltd | Current | 2018-07-06 |
KANE JIANG | Sentry Financial Services Pty Ltd | Current | 2018-06-28 |
MICHAEL DENIS WILLIAMS | Sentry Financial Services Pty Ltd | Current | 2018-06-06 |
GUY WARREN SAVAGE | Sentry Financial Services Pty Ltd | Current | 2018-05-01 |
TRAVIS LAURENCE VINCENT SMITH | Sentry Financial Services Pty Ltd | Current | 2018-02-13 |
ANTHONY ALPS | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
STUART RODERICK VARIDEL | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
FREDERICK WILLIAM SAWARDE | Sentry Financial Services Pty Ltd | Current | 2017-11-14 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.