Terry Evreniadis
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248842
- Location
- Dulwich SA 5065
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 November 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (1999); Self Managed Superannuation Funds, Kaplan Professional Education (2005); Margin lending, Pinnacle Financial Services Academy (2010); Aged Care Course, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Terry Evreniadis
Terry Evreniadis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dulwich, South Australia (adviser number 000248842).
The licensee Terry advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 15 November 2019.
According to the register, Terry first provided financial advice in 2004. The qualifications listed for Terry include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1999), Self Managed Superannuation Funds (Kaplan Professional Education, 2005) and Margin lending (Pinnacle Financial Services Academy, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Terry Evreniadis a registered financial adviser?
Yes. Terry Evreniadis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248842.
Which licensee does Terry Evreniadis work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Terry Evreniadis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.