Bill Fotopoulos
Financial Adviser in Sydney, New South Wales, Australia
Review Bill Fotopoulos
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000249935
- Location
- Sydney NSW 2000
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 30 September 2022
- First provided advice
- 1993
- Qualifications
- Bachelor of Business (Economics and Finance), Western Sydney University (1993); Graduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA), Kaplan Professional (2002); Graduate Diploma in Financial Planning (Historical SIA / FINSIA), Kaplan Professional (2002); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2003); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bill Fotopoulos
On the Financial Advisers Register kept by ASIC, Bill Fotopoulos appears as a current financial adviser in Sydney, New South Wales, adviser number 000249935.
Bill provides advice as an authorised representative of PSK Advisory Services Pty Ltd, which holds Australian financial services licence 234656. The current authorisation started on 30 September 2022.
The register records 1993 as the year Bill first provided financial advice. The qualifications listed for Bill include Bachelor of Business (Economics and Finance) (Western Sydney University, 1993), Graduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA) (Kaplan Professional, 2002) and Graduate Diploma in Financial Planning (Historical SIA / FINSIA) (Kaplan Professional, 2002). Bill is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or derivatives.”
Reviews
Nobody has reviewed Bill Fotopoulos here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Bill Fotopoulos a registered financial adviser?
Yes. Bill Fotopoulos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249935.
Which licensee does Bill Fotopoulos work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Bill Fotopoulos 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or derivatives."