Financial Adviser · PETERSHAM, NSW

Ilias Theodore Stoikos

31 Years experience
Tax advice
authorised
ASIC Registered · ADV 000222889

Ilias Theodore Stoikos is a financial adviser based in Petersham, New South Wales, with 31 years of experience in the financial services industry. Ilias is currently authorised under Finchley & Kent Pty Ltd. Ilias holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services from Mentor.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services
Mentor
2015
Accredited Listed Product Adviser Program
Kaplan
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education

Registration History

Aug 2024 - Present Current
Mar 2023 - Aug 2024 Ceased
Apr 2022 - Sep 2022 Ceased
not authorised in derivatives
Oct 2009 - Apr 2022 Ceased

Source: ASIC Financial Advisers Register