Jim Zagoudis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237714
- Location
- Melbourne VIC 3000
- Licensee
- NFP Group Pty Ltd (AFSL 529890)
- Authorised since
- 3 May 2021
- First provided advice
- 1986
- Qualifications
- Diploma of Financial Advising, Securities Institute (2001); Self Managed Superannuation Funds, Kaplan (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jim Zagoudis
On the Financial Advisers Register kept by ASIC, Jim Zagoudis appears as a current financial adviser in Melbourne, Victoria, adviser number 000237714.
The licensee Jim advises under is NFP Group Pty Ltd (AFS licence 529890). That authorisation dates from 3 May 2021.
The register records 1986 as the year Jim first provided financial advice. Qualifications and training on file include Diploma of Financial Advising (Securities Institute, 2001), Self Managed Superannuation Funds (Kaplan, 2011) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan, 2019).
Jim is authorised to advise 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.
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Questions people ask
Is Jim Zagoudis a registered financial adviser?
Yes. Jim Zagoudis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237714.
Which licensee does Jim Zagoudis work under?
NFP Group Pty Ltd, Australian financial services licence 529890.
What can Jim Zagoudis 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.