Financial Adviser
· SYDNEY, NSW
Terrence George Vogiatzis
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238576
Terrence George Vogiatzis is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Terrence is currently authorised under Lifespan Financial Planning Pty Ltd. Terrence 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 from Financial Planning Association of Australia.
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
2014
Bachelor of Commerce
Macquarie University
2015
Diploma of Financial Planning
Kaplan
2015
Securities and Managed Investments
Kaplan
2017
Certified Financial Planner
Financial Planning Association of Australia
2018
SMSF Core Course
DBA Network Pty Ltd
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register