IOANNIS VAITSAS


Licensee: SENTRY FINANCIAL SERVICES PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • IOANNIS VAITSAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name SENTRY FINANCIAL SERVICES PTY LTD
Licence Number 000286786
Licence ABN 30113531034

Financial advisers with the same licensee

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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Dataset Information


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.