THEODOROS BALOMENOS
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2015 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.