TERRENCE GEORGE VOGIATZIS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2015 - Securities and Managed Investments - Professional Designations - Kaplan
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2018 - SMSF Core Course - Professional Designations - DBA Network Pty Ltd
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.