Financial Adviser · SYDNEY, NSW

Fotini Mastrogianni

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249858

Fotini Mastrogianni is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Fotini is currently authorised under Perpetual Trustee Company Limited. Fotini 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 Bachelor of Economics from University of Sydney. Fotini is a member of Financial Advice Association of Australia (FAAA).

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

1994
Bachelor of Economics
University of Sydney
2011
Diploma of Financial Planning
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan
2013
Finance and Mortgage Broking
National Finance Institute

Registration History

Aug 2022 - Present Current
Feb 2021 - Jun 2022 Ceased
May 2014 - May 2020 Ceased
Feb 2013 - Jun 2014 Ceased
Nov 2006 - Nov 2012 Ceased
Jan 2004 - May 2005 Ceased

Source: ASIC Financial Advisers Register