Sotos Zervides
Financial Adviser in Carnegie, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260512
- Location
- Carnegie VIC 3163
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 24 May 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Arts, Phillip Institute of Technology (1988); Diploma of Financial Advising, Securities Institute (2005); RG146 Provide advice in Margin Lending, MLC ThreeSixty (2011)
- Memberships
- 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 Sotos Zervides
Sotos Zervides is a financial adviser in Carnegie, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000260512.
Advice is given under the Australian financial services licence of Asvw Financial Services Pty Ltd, licence number 446176. That authorisation dates from 24 May 2021.
According to the register, Sotos first provided financial advice in 2000. The qualifications listed for Sotos include Bachelor of Arts (Phillip Institute of Technology, 1988), Diploma of Financial Advising (Securities Institute, 2005) and RG146 Provide advice in Margin Lending (MLC ThreeSixty, 2011). Sotos is recorded as a member of Financial Advice Association of Australia (FAAA).
Sotos is authorised to advise 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.
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Questions people ask
Is Sotos Zervides a registered financial adviser?
Yes. Sotos Zervides is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260512.
Which licensee does Sotos Zervides work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Sotos Zervides 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.