FOTINI MASTROGIANNI


Licensee: PERPETUAL TRUSTEE COMPANY LIMITED

FOTINI MASTROGIANNI (Adviser# 000249858) 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 May 30, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name FOTINI MASTROGIANNI
Adviser Number 000249858
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000236643
PERPETUAL TRUSTEE COMPANY LIMITED
Licence ABN 42000001007
Licence Controlled By PERPETUAL LIMITED
Adviser Start Date 2014-05-30
Appointing Representative Name PERPETUAL TRUSTEE COMPANY LIMITED
Appointing Representative Number 000236643
Appointing Representative ABN 42000001007
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • FOTINI MASTROGIANNI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of Sydney
Certificate IV in Finance and Mortgage Broking National Finance Institute
Certificate of Margin Lending and Geared Investments Kaplan
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236643 PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED
2014-05-30 - PERPETUAL TRUSTEE COMPANY LIMITED
000235145 THE TRUST COMPANY (AUSTRALIA) LIMITED 2013-02-15 - 2014-06-30
000238282 RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence controlled by: BIRDS HOLDINGS PTY LTD
2006-11-07 - 2012-11-10
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2004-01-01 - 2005-05-19 FOTINI MASTROGIANNI

Licensee Information

Licence Name PERPETUAL TRUSTEE COMPANY LIMITED
Licence Number 000236643
Licence ABN 42000001007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SIMON ROGERS Perpetual Trustee Company Limited Current 2018-07-31
KABILAN MURUGANANTHAN Perpetual Trustee Company Limited Current 2018-05-03
RUBY PIETY HAASE Perpetual Trustee Company Limited Current 2018-04-24
FRANCOIS LEONARDO PETITTO Perpetual Trustee Company Limited Current 2018-02-28
DAVID JOHN HURLEY Perpetual Trustee Company Limited Current 2018-01-04
MICHAEL JOHN TURNER Perpetual Trustee Company Limited Current 2017-11-20
BO RAM CHOI Perpetual Trustee Company Limited Current 2017-10-31
KATHERINE LOUISE PANCARI Perpetual Trustee Company Limited Current 2017-10-24
ROBERT WOODFORD Perpetual Trustee Company Limited Current 2017-07-28
PHILLIP NICOLAS BURES Perpetual Trustee Company Limited Current 2017-07-03

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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.