Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Bill Fotopoulos

33 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249935

Bill Fotopoulos is a financial adviser based in Sydney, New South Wales, with 33 years of experience in the financial services industry. Bill is currently authorised under Psk Advisory 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Bill is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Economics and Finance)
Western Sydney University
2002
Graduate Diploma in Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Professional
2002
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Professional
2003
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Sep 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives.
Charter Financial Planning Limited
Jan 2004 - Sep 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register