Financial Adviser
· SYDNEY, NSW
Yanni Mavrikis
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001285636
Yanni Mavrikis is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry. Yanni is currently authorised under Jbwere Ltd. Yanni holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Advice Association Australia. Yanni is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce (Finance and Financial Planning)
University of Wollongong
2018
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
Ethics and Professionalism in Finanical Advice
Ethics - Kaplan Higher Education Pty Limited
2025
CFP Certification Program
Financial Advice Association Australia
2025
SMSF Specialist Advisor Accreditation
SMSF Association
2026
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation authorisation exlcudes Self-Managed Superannuation Advice
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register