Financial Adviser · MELBOURNE, VIC

Evan Tsipas

MELBOURNE, VIC

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 001001098

Licensee

Rsm Financial Services Australia

Perth, WA (licence address on ASIC register)

View licensee

About Evan Tsipas

Evan Tsipas is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Evan is currently authorised under Rsm Financial Services Australia. Evan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Evan's qualifications include a Bachelor of Commerce (Finance and Economics) from University of Melbourne. Evan is a member of Chartered Financial Analyst Institute (CFA Institute) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce (Finance and Economics)

University of Melbourne

2002

Bachelor of Science (Statistics)

University of Melbourne

2002

Diploma of Financial Services

Deakin University

2007

Chartered Financial Analyst

CFA Institute

2011

Margin Lending and Geared Investment

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

TASA and the TPB Code of Professional Conduct

Kaplan Professional

Registration History

Rsm Financial Services Australia Pty Ltd

Apr 2006 - Present Current

Source: ASIC Financial Advisers Register