John Mathiopoulos
Financial Adviser in Melbourne, Victoria, Australia
Review John Mathiopoulos
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 number001240376
- Location
- Melbourne VIC 3000
- Licensee
- Australia Pacific Funds Management Pty Limited (AFSL 339151)
- Authorised since
- 2 March 2018
- First provided advice
- 2009
- Qualifications
- Certificate IV in Financial Services (Financial Planning), RMIT University TAFE (2008); Diploma of Financial Services (Financial Planning), RMIT University TAFE (2008); ASIC RG146 Tier 1 Compliance Prgoram, RMIT University TAFE (2009); Certificate IV in Financial Services (Finance/Broking), AAMC Training Group (2009); Superannuation, Life Insurance, Managed Investments, RMIT (2009); THe Finamcial Services Industry Manage Client Services, RMIT (2009); Certificate IV in Financial Services (Mortgage Broking), AAMC Training (2010); Margin Lending & Geared Investments, Kaplan Professional (2010); Diploma of Finance & Mortgage Broking Management, Kaplan Professional Education (2012); Diploma of Finance and Mortgage Broking Management, Kaplan Education Pty Ltd (2012); Commercial Law, Kaplan Education (2025); Tax for Financial Advising, Kaplan Education (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 John Mathiopoulos
John Mathiopoulos is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001240376).
Advice is given under the Australian financial services licence of Australia Pacific Funds Management Pty Limited, licence number 339151. The current authorisation started on 2 March 2018.
The register records 2009 as the year John first provided financial advice. The qualifications listed for John include Certificate IV in Financial Services (Financial Planning) (RMIT University TAFE, 2008), Diploma of Financial Services (Financial Planning) (RMIT University TAFE, 2008) and ASIC RG146 Tier 1 Compliance Prgoram (RMIT University TAFE, 2009).
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 John Mathiopoulos here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Mathiopoulos a registered financial adviser?
Yes. John Mathiopoulos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240376.
Which licensee does John Mathiopoulos work under?
Australia Pacific Funds Management Pty Limited, Australian financial services licence 339151.
What can John Mathiopoulos 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.