THEODOROS KAROUMBALIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Laws & Commerce - Bachelor Degree (AQF 7) - Deakin University
2006 - Bachelor of Laws - - Deakin University
2007 - Diploma of Financial Planning - - Kaplan Professional
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan
2016 - Advanced Diploma of Financial Planning - - Kaplan
2016 - Self Managed Superannuation Funds - - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Services Institute of Australia (FINSIA)
SMSF Association
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.