Financial Adviser · OSBOURNE PARK, WA

Demetre Bivoltsis

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000258329

Demetre Bivoltsis is a financial adviser based in Osbourne Park, Western Australia, with 23 years of experience in the financial services industry since 2003. Demetre is currently authorised under Shartru Wealth Management. Demetre holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Demetre's qualifications include a Masters of Financial Planning from Kaplan Professional Pty Limited. Demetre is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: Superannuation (excluding SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
Integratec
2025
Masters of Financial Planning
Kaplan Professional Pty Limited

Registration History

Nov 2019 - Present Current
Superannuation (excluding SMSF)
Nov 2009 - May 2019 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register