Financial Adviser · STONES CORNER, QLD

Ioannis Vaitsas

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000239507

Ioannis Vaitsas is a financial adviser based in Stones Corner, Queensland, with 26 years of experience in the financial services industry. Ioannis is currently authorised under Advice Evolution Pty Ltd. Ioannis 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 Master of Business Administration from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Accountancy)
Queensland University of Technology
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Self Managed Superannuation Funds
Kaplan Professional
2005
Master of Business Administration
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional

Registration History

Jan 2021 - Present Current
Nov 2017 - Dec 2020 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Nov 2008 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register