Financial Adviser · CHELTENHAM, VIC

Theo Christopoulos

CHELTENHAM, VIC

39 Years experience

Tax advice
authorised

ASIC Registered · ADV 000388937

Licensee

Asvw Financial Services

Cheltenham, VIC (licence address on ASIC register)

View licensee

About Theo Christopoulos

Theo Christopoulos is a financial adviser based in Cheltenham, Victoria, with 39 years of experience in the financial services industry since 1987. Theo is currently authorised under Asvw Financial Services. Theo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Theo's qualifications include a CFP from - Financial Planning Association of Australia Ltd. Theo 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 Margin Lending

Restrictions: Authority excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1998

Graduate Diploma

- Swinburne University

2001

CFP

- Financial Planning Association of Australia Ltd

2003

Diploma of Financial Planning

Deakin

2011

Margin Lending

MLC

2018

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Asvw Financial Services Pty Ltd

Oct 2023 - Present Current

Authority excludes SMSF

Consultum Financial Advisers Pty Ltd

Dec 2017 - Apr 2022 Ceased

Advice on superannuation excludes self managed superannuation funds

MERITUM FINANCIAL GROUP PTY LTD

Oct 2008 - Feb 2017 Ceased

Source: ASIC Financial Advisers Register