THEODORE MALLOS
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2002 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2006 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
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.