Financial Adviser
· MITCHAM, VIC
Yianni Palios
No disciplinary history on record with ASIC
MITCHAM,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292572
About Yianni Palios
Yianni Palios is a financial adviser based in Mitcham, Victoria, with 3 years of experience in the financial services industry since 2023. Yianni is currently authorised under Ozplan Financial Services. Yianni holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yianni's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Yianni 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
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Financial Planning)
Deakin University
2020
Introduction to Physical Computing
Lancaster University
2021
ACG Retirement Living & Aged Care Specialist TM Program
Retirement Living & Aged Care Specialist