VASILEIOS GARTZONIS

Financial Adviser · Sydney, NSW

Registered

Registration Number

000291452

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2009

Registration Date

13/10/2009

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2000 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - Western Sydney University
2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2005 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited (FAAA)
2015 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 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.