Evan Tsipas
Financial Adviser in Melbourne, Victoria, Australia
Review Evan Tsipas
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 number001001098
- Location
- Melbourne VIC 3000
- Licensee
- RSM Financial Services Australia Pty Ltd (AFSL 238282)
- Authorised since
- 3 April 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Finance and Economics), University of Melbourne (2002); Bachelor of Science (Statistics), University of Melbourne (2002); Diploma of Financial Services, Deakin University (2002); Chartered Financial Analyst, CFA Institute (2007); Margin Lending and Geared Investment, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2020)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); Financial Advice Association of Australia (FAAA)
- 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 Tsipas
Evan Tsipas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001001098).
Advice is given under the Australian financial services licence of RSM Financial Services Australia Pty Ltd, licence number 238282. That authorisation dates from 3 April 2006.
The register records 2006 as the year Evan first provided financial advice. The qualifications listed for Evan include Bachelor of Commerce (Finance and Economics) (University of Melbourne, 2002), Bachelor of Science (Statistics) (University of Melbourne, 2002) and Diploma of Financial Services (Deakin University, 2002). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute) and Financial Advice Association of Australia (FAAA).
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 Tsipas here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Evan Tsipas a registered financial adviser?
Yes. Evan Tsipas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001098.
Which licensee does Evan Tsipas work under?
RSM Financial Services Australia Pty Ltd, Australian financial services licence 238282.
What can Evan Tsipas 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.