Agnes Sylvia Erdosi
Financial Adviser in Ipswich, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263236
- Location
- Ipswich QLD 4305
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 2 July 2020
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2014); Bachelor of Commerce (Financial Planning), Deakin University (2018); TASA TPB Code of Professional Conduct, Kaplan Professional Education (2019); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Margin Lending Specialist, Kaplan Higher Education Pty Limited (2025); SMSF Specialist Advisor, SMSF Association (2026)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)
- Tax (financial) advice
- Yes
- Register status
- Current
About Agnes Sylvia Erdosi
Agnes Sylvia Erdosi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ipswich, Queensland (adviser number 001263236).
Agnes provides advice as an authorised representative of Ep Financial Services Pty Ltd, which holds Australian financial services licence 325252. The current authorisation started on 2 July 2020.
According to the register, Agnes first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional Education, 2014), Bachelor of Commerce (Financial Planning) (Deakin University, 2018) and TASA TPB Code of Professional Conduct (Kaplan Professional Education, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Agnes is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “MDA Services (Advice and Arrange only)Securities (Advice and Arrange only).”
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Questions people ask
Is Agnes Sylvia Erdosi a registered financial adviser?
Yes. Agnes Sylvia Erdosi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263236.
Which licensee does Agnes Sylvia Erdosi work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Agnes Sylvia Erdosi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)."