Financial Adviser
· NORTH WARRANDYTE, VIC
Jery Mourelatos
No disciplinary history on record with ASIC
NORTH WARRANDYTE,
VIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000346053
About Jery Mourelatos
Jery Mourelatos is a financial adviser based in North Warrandyte, Victoria, with 26 years of experience in the financial services industry since 2000. Jery is currently authorised under Synchron Advice. Jery holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jery's qualifications include a Graduate Diploma of Applied Finance and Investments from Securities Institute Australia. Jery 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Graduate Diploma of Applied Finance and Investments
Securities Institute Australia
2005
Self Managed Superannuation Funds
Tribeca
2011
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC Training Group
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register