HARRY MANTZOURATOS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1988 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
1997 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2015 - Certified Financial Planner Status (CFP) - Professional Designations - Financial Planning Association (FPA)
2016 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2017 - TASA and the TPB Code of Professional Conduct - Diploma (AQF 5) - Kaplan Australia
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.