THEO MARINIS (Adviser# 000242123) 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 July 7, 2008.
Register Name | Financial Advisers |
Adviser Name | THEO MARINIS |
Adviser Number | 000242123 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1987 |
Financial Service (AFS) Licence |
Licence# 000326403 FINANCIAL STRATEGIES (SA) PTY LTD |
Licence ABN | 54083005930 |
Adviser Start Date | 2008-07-07 |
Appointing Representative Name | FINANCIAL STRATEGIES (SA) PTY LTD |
Appointing Representative Number | 000326403 |
Appointing Representative ABN | 54083005930 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Associate Accountant | ASCPA |
Bachelor of Arts | University of Adelaide |
Bachelor of Economics | University of Adelaide |
Certified Financial Planner (CFP) | Deakin University FPA |
Certified Practicing Accountant (CPA) | ASCPA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000326403 | FINANCIAL STRATEGIES (SA) PTY LTD | 2008-07-07 - | FINANCIAL STRATEGIES (SA) PTY LTD |
Licence Name | FINANCIAL STRATEGIES (SA) PTY LTD |
Licence Number | 000326403 |
Licence ABN | 54083005930 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KRISTINA JOY MATTHEWS | Financial Strategies (sa) Pty Ltd | Current | 2014-09-05 |
JASON LUKE ZANINI | Financial Strategies (sa) Pty Ltd | Current | 2013-07-22 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KRISTINA JOY MATTHEWS | Financial Strategies (sa) Pty Ltd | Current | 2014-09-05 |
JASON LUKE ZANINI | Financial Strategies (sa) Pty Ltd | Current | 2013-07-22 |
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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.