Financial Adviser
· SANDRINGHAM, NSW
Bill Bicopoulos
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235642
Bill Bicopoulos is a financial adviser based in Sandringham, New South Wales, with 22 years of experience in the financial services industry. Bill is currently authorised under Templestone Financial Services Pty Ltd. Bill 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 Risk Management from Integratec.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: excluding margin lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Risk Management
Integratec
2001
Superannuation and Retirement Planning
Integratec
2002
Certicate IV in Financial Planning
Integratec
2002
Policy Statement 146 Knowledge Assessment
Integratec
Registration History
excluding margin lending
NEXTGEN FINANCIAL GROUP PTY LTD
Explaining Self - Managed Superannuation Funds and Standard Margin Lending
Source: ASIC Financial Advisers Register