EVAN TSIPAS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce (Finance and Economics) - Bachelor Degree (AQF 7) - University of Melbourne
2002 - Bachelor of Science (Statistics) - Bachelor Degree (AQF 7) - University of Melbourne
2002 - Diploma of Financial Services - Diploma (AQF 5) - Deakin University
2007 - Chartered Financial Analyst - Professional Designations - CFA Institute
2011 - Margin Lending and Geared Investment - Certificate (AQF 1-4) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
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.