EVAN THEODOROU
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
2005 - Bachelor of (Hons) Commerce (Economics & Finance) - - Monash University
2008 - ADA Level 1 & 2 - - Kaplan
2008 - Securities and Managed Investments - - Securities & Derivatives Industry Association
2010 - Margin Lending Accreditation - - Deakin University
2011 - Stockbroking - Diploma (AQF 5) - Deakin Prime
2015 - Diploma of Financial Planning - - Kaplan
2025 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.