Financial Adviser
· SYDNEY, NSW
Adam Dimopoulos
No disciplinary history on record with ASIC
SYDNEY,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000347022
About Adam Dimopoulos
Adam Dimopoulos is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Adam is currently authorised under Lifespan Financial Planning. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Bachelor of Business (Banking & Finance) from Victorian University of Technology.
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
1998
Bachelor of Business (Banking & Finance)
Victorian University of Technology
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register