Jery Mourelatos
Financial Adviser in North Warrandyte, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000346053
- Location
- North Warrandyte VIC 3113
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 5 August 2015
- First provided advice
- 2000
- Qualifications
- Graduate Diploma of Applied Finance and Investments, Securities Institute Australia (2001); Self Managed Superannuation Funds, Tribeca (2005); Certificate IV in Financial Services (Finance/Mortgage Broking), AAMC Training Group (2011); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jery Mourelatos
Jery Mourelatos is a financial adviser in North Warrandyte, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000346053.
The licensee Jery advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 5 August 2015.
The register records 2000 as the year Jery first provided financial advice. The qualifications listed for Jery include Graduate Diploma of Applied Finance and Investments (Securities Institute Australia, 2001), Self Managed Superannuation Funds (Tribeca, 2005) and Certificate IV in Financial Services (Finance/Mortgage Broking) (AAMC Training Group, 2011). Jery is recorded as a member of 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.
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Questions people ask
Is Jery Mourelatos a registered financial adviser?
Yes. Jery Mourelatos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000346053.
Which licensee does Jery Mourelatos work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jery Mourelatos 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.