THEODORE PAPAGIANNIS

Financial Adviser · North Adelaide, SA

Registered

Registration Number

000421113

Registration Status

Registered

Location

North Adelaide, SA 5006

Providing Advice Since

2003

Registration Date

30/04/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1997 - Bachelor of Management - Bachelor Degree (AQF 7) - University of South Australia
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited
2015 - SMSF Course - Other - University of Adelaide
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited

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.