Theodore Papagiannis
Financial Adviser in North Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000421113
- Location
- North Adelaide SA 5006
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 30 April 2012
- First provided advice
- 2003
- Qualifications
- Bachelor of Management, University of South Australia (1997); Diploma of Financial Services (Financial Planning), AMP Limited (2003); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2005); SMSF Course, University of Adelaide (2015); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Theodore Papagiannis
Theodore Papagiannis is a financial adviser in North Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000421113.
The licensee Theodore advises under is Charter Financial Planning Limited (AFS licence 234665). The current authorisation started on 30 April 2012.
The register records 2003 as the year Theodore first provided financial advice. The qualifications listed for Theodore include Bachelor of Management (University of South Australia, 1997), Diploma of Financial Services (Financial Planning) (AMP Limited, 2003) and Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2005).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Theodore Papagiannis a registered financial adviser?
Yes. Theodore Papagiannis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000421113.
Which licensee does Theodore Papagiannis work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Theodore Papagiannis 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."