Theo Makris
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000334393
- Location
- Melbourne VIC 3000
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 30 March 2020
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Planning, Mentor Education (2015)
- 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 Theo Makris
Theo Makris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000334393).
The licensee Theo advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 30 March 2020.
The register records 2009 as the year Theo first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Advanced Diploma of Financial Planning (Mentor Education, 2015).
Theo is authorised to advise 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 Theo Makris a registered financial adviser?
Yes. Theo Makris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000334393.
Which licensee does Theo Makris work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Theo Makris 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.