YIANNI PALIOS

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

001292572

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2023

Registration Date

25/08/2021

Financial Services Licensee

OZPLAN FINANCIAL SERVICES PTY LTD

Licence #000221235

๐Ÿ“š Qualifications & Training

2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2020 - Introduction to Physical Computing - Certificate (AQF 1-4) - Lancaster University
2021 - ACG Retirement Living & Aged Care Specialist TM Program - Other - Retirement Living & Aged Care Specialist

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.