JOHN THEODORAKOPOULOS


Licensee: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED

JOHN THEODORAKOPOULOS (Adviser# 001265522) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is June 29, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN THEODORAKOPOULOS
Adviser Number 001265522
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000323825
YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence ABN 93128650037
Adviser Start Date 2018-06-29
Adviser End Date 2018-06-30
Appointing Representative Name YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Appointing Representative Number 000323825
Appointing Representative ABN 93128650037

Authorisations to provide financial product advice

  • JOHN THEODORAKOPOULOS

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000323825 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED 2018-06-29 - 2018-06-30 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2018-01-01 - 2018-04-01
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2016-01-01 - 2017-09-01
000237235 BALDRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SUZANNE HADDAN
2015-03-01 - 2015-12-01
000321191 GOLDEN FINANCIAL GROUP PTY LTD 2012-05-01 - 2014-03-01

Licensee Information

Licence Name YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence Number 000323825
Licence ABN 93128650037

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN RIX Yellow Brick Road Wealth Management Pty Limited Current 2018-07-20
SCOTT JAMES NICHOLLS Yellow Brick Road Wealth Management Pty Limited Current 2018-07-13
JOHN THEODORAKOPOULOS Yellow Brick Road Wealth Management Pty Limited Current 2018-06-29
SHARON MAREE WALKER Yellow Brick Road Wealth Management Pty Limited Current 2018-06-28
KELLY MARTINE WESELMANN Yellow Brick Road Wealth Management Pty Limited Ceased 2018-04-04
JOHN HALL Yellow Brick Road Wealth Management Pty Limited Current 2017-08-29
MEHMET TAVLI Yellow Brick Road Wealth Management Pty Limited Current 2017-08-02
PETER NICHOLAS AMIRADAKI Yellow Brick Road Wealth Management Pty Limited Current 2017-07-11
CHRISTOPHER TURTLE Yellow Brick Road Wealth Management Pty Limited Current 2017-06-20
TIMOTHY GRAHAM KLINGBIEL Yellow Brick Road Wealth Management Pty Limited Ceased 2017-06-20

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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.