Theodoros Karoumbalis
Financial Adviser in Melbourne, Victoria, Australia
Review Theodoros Karoumbalis
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 number001237098
- Location
- Melbourne VIC 3000
- Licensee
- Iadvice Technology Pty Ltd (AFSL 526700)
- Authorised since
- 26 February 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Laws & Commerce, Deakin University (2006); Bachelor of Laws, Deakin University (2006); Diploma of Financial Planning, Kaplan Professional (2007); Diploma of Financial Services (Financial Planning), Kaplan (2007); Advanced Diploma of Financial Planning, Kaplan (2016); Self Managed Superannuation Funds, Kaplan (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Services Institute of Australia (FINSIA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Theodoros Karoumbalis
On the Financial Advisers Register kept by ASIC, Theodoros Karoumbalis appears as a current financial adviser in Melbourne, Victoria, adviser number 001237098.
Theodoros provides advice as an authorised representative of Iadvice Technology Pty Ltd, which holds Australian financial services licence 526700. The current authorisation started on 26 February 2021.
The register records 2015 as the year Theodoros first provided financial advice. The qualifications listed for Theodoros include Bachelor of Laws & Commerce (Deakin University, 2006), Bachelor of Laws (Deakin University, 2006) and Diploma of Financial Planning (Kaplan Professional, 2007). Theodoros is recorded as a member of Financial Services Institute of Australia (FINSIA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Theodoros Karoumbalis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Theodoros Karoumbalis a registered financial adviser?
Yes. Theodoros Karoumbalis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237098.
Which licensee does Theodoros Karoumbalis work under?
Iadvice Technology Pty Ltd, Australian financial services licence 526700.
What can Theodoros Karoumbalis 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.