Financial Adviser · NEWSTEAD, QLD

Dimitrios Petridis

NEWSTEAD, QLD

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000403728

Currently at

Alphagen Financial Services

Bundall, QLD (firm address)

View firm profile

Dimitrios Petridis is a financial adviser based in Newstead, Queensland, with 29 years of experience in the financial services industry since 1997. Dimitrios is currently authorised under Matrix Planning Solutions Limited, operating through Alphagen Financial Services. Dimitrios holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dimitrios's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Dimitrios 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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce (Industrial Relations)

Griffith University

2003

Diploma of Financial Planning (DFP 1-8)

Financial Planning Association (FPA)

2007

Certified Financial Planner (CFP)

Financial Planning Association (FPA)

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jun 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Adrians Wealth Management Pty Ltd

Sep 2023 - May 2026 Ceased

Adrians Wealth Management Pty Ltd

Sep 2020 - May 2024 Ceased

GPL (VIC) PTY LTD

Apr 2011 - Sep 2020 Ceased

WHITTAKER MACNAUGHT PTY. LTD.

Feb 2004 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register