Evan Theodorou
Financial Adviser in Malvern, Victoria, Australia
Review Evan Theodorou
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 number001004602
- Location
- Malvern VIC 3144
- Licensee
- JAN24 Investments Pty Ltd (AFSL 516835)
- Authorised since
- 3 February 2020
- First provided advice
- 2011
- Qualifications
- Bachelor of (Hons) Commerce (Economics & Finance), Monash University (2005); ADA Level 1 & 2, Kaplan (2008); Securities and Managed Investments, Securities & Derivatives Industry Association (2008); Margin Lending Accreditation, Deakin University (2010); Stockbroking, Deakin Prime (2011); Diploma of Financial Planning, Kaplan (2015); Financial Planning, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Evan Theodorou
On the Financial Advisers Register kept by ASIC, Evan Theodorou appears as a current financial adviser in Malvern, Victoria, adviser number 001004602.
The licensee Evan advises under is JAN24 Investments Pty Ltd (AFS licence 516835). The current authorisation started on 3 February 2020.
The register records 2011 as the year Evan first provided financial advice. Qualifications and training on file include Bachelor of (Hons) Commerce (Economics & Finance) (Monash University, 2005), ADA Level 1 & 2 (Kaplan, 2008) and Securities and Managed Investments (Securities & Derivatives Industry Association, 2008).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Evan Theodorou here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Evan Theodorou a registered financial adviser?
Yes. Evan Theodorou is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004602.
Which licensee does Evan Theodorou work under?
JAN24 Investments Pty Ltd, Australian financial services licence 516835.
What can Evan Theodorou 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.