Financial Adviser
· ADELAIDE, SA
Theodoros Balomenos
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234703
Theodoros Balomenos is a financial adviser based in Adelaide, South Australia, with 22 years of experience in the financial services industry. Theodoros is currently authorised under Bridges Financial Services Pty Limited. Theodoros 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 Planning Association of Australia Ltd. Theodoros 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Economics
Flinders University
2005
Graduate Diploma of Financial Planning
Securities Institute
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2015
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd