Financial Adviser · SYDNEY, NSW

Angelique Poulakas

SYDNEY, NSW

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000194

Licensee

Australia And New Zealand Banking Group Limited

Docklands, VIC (licence address on ASIC register)

View licensee

About Angelique Poulakas

Angelique Poulakas is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. Angelique works at Australia And New Zealand Banking Group, which is licensed through Australia And New Zealand Banking Group Limited. Angelique holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Angelique's qualifications include a Bachelor of Business (Applied Finance) from University of Western Sydney.

Authorised to Advise On

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

Restrictions: Securities - Class of product advice only .

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Planning

FPA

2007

Bachelor of Business (Applied Finance)

University of Western Sydney

2010

Margin Lending & Geared Investments

Kaplan Higher Education Pty Limited

2020

Financial Adviser Exam

FASEA

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Jan 2020 - Present Current

Securities - Class of product advice only .

Commonwealth Private Limited

Dec 2015 - Nov 2019 Ceased

Lorica Partners Pty Limited

Jun 2010 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register