Alex Trikolas
Financial Adviser in Doncaster, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242171
- Location
- Doncaster VIC 3108
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 9 May 2022
- First provided advice
- 1989
- Qualifications
- Bachelor of Arts, Deakin University (2003); Certified Financial Planner, Financial Planning Association of Australia Limited (2003); Diploma of Financial Plannning, Financial Planning Association of Australia Limited (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Alex Trikolas
Alex Trikolas is a financial adviser in Doncaster, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000242171.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. The current authorisation started on 9 May 2022.
According to the register, Alex first provided financial advice in 1989. Qualifications and training on file include Bachelor of Arts (Deakin University, 2003), Certified Financial Planner (Financial Planning Association of Australia Limited, 2003) and Diploma of Financial Plannning (Financial Planning Association of Australia Limited, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation authorisation excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Alex Trikolas a registered financial adviser?
Yes. Alex Trikolas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242171.
Which licensee does Alex Trikolas work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Alex Trikolas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation authorisation excludes Self-Managed Superannuation Funds."