THEO MARINIS


Licensee: FINANCIAL STRATEGIES (SA) PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • THEO MARINIS
  • ·
  • 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

Qualifications and training history

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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000326403 FINANCIAL STRATEGIES (SA) PTY LTD 2008-07-07 - FINANCIAL STRATEGIES (SA) PTY LTD

Licensee Information

Licence Name FINANCIAL STRATEGIES (SA) PTY LTD
Licence Number 000326403
Licence ABN 54083005930

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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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.