Financial Adviser
· MELBOURNE, VIC
Theo Makris
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334393
Theo Makris is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Theo is currently authorised under Synchron Advice Pty Ltd. Theo 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 Advanced Diploma of Financial Planning from Mentor Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2015
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register