Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH ADELAIDE, SA

Theodore Papagiannis

23 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000421113

Theodore Papagiannis is a financial adviser based in North Adelaide, South Australia, with 23 years of experience in the financial services industry. Theodore is currently authorised under Charter Financial Planning Limited. Theodore 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 from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

1997
Bachelor of Management
University of South Australia
2003
Diploma of Financial Services (Financial Planning)
AMP Limited
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2015
SMSF Course
University of Adelaide
2019
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Apr 2012 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Financial Wisdom Limited
Jan 2011 - Jan 2012 Ceased
A.C.N. 055 796 211 LIMITED
Jan 2006 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register