Financial Adviser
· MELBOURNE, VIC
Theodoros Karoumbalis
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237098
Theodoros Karoumbalis is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Theodoros is currently authorised under Iadvice Technology Pty Ltd. Theodoros 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 Bachelor of Laws & Commerce from Deakin University. Theodoros is a member of Financial Services Institute of Australia (FINSIA) and SMSF Association.
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
2006
Bachelor of Laws & Commerce
Deakin University
2006
Bachelor of Laws
Deakin University
2007
Diploma of Financial Planning
Kaplan Professional
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2016
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register