Financial Adviser · CHADSTONE, VIC

Chris Peter Markopoulos

CHADSTONE, VIC
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000433453
Currently at
Sydney, NSW (firm address)

About Chris Peter Markopoulos

Chris Peter Markopoulos is a financial adviser based in Chadstone, Victoria, with 19 years of experience in the financial services industry since 2007. Chris is currently authorised under Lifespan Financial Planning. Chris holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chris's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Chris is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Pinnacle
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

May 2024 - Present Current
WEALTH TRAIL PTY LTD
Mar 2021 - May 2024 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Aug 2017 - Mar 2021 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jan 2013 - Aug 2017 Ceased
Government Debentures or Stocks or Bonds: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register