Financial Adviser · SYDNEY, NSW

Vasileios Gartzonis

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000291452

Vasileios Gartzonis is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Vasileios is currently authorised under Psk Advisory Services Pty Ltd. Vasileios 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). Vasileios 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 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

2000

Bachelor of Commerce (Finance & Economics)

Western Sydney University

2002

Certified Financial Planner (CFP)

Financial Advice Association Australia (FAAA)

2005

8 unit Diploma of Financial Planning

Financial Advice Association of Australia Limited (FAAA)

2015

Self Managed Superannuation Funds

Kaplan Professional

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

Oct 2009 - 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