Sotirios Anagno Financial Planner Report

Name:
Sotirios Anagno

Rep Number:
000226069

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2016-09-27 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
Deakin University/Financial Planning Association (FPA)
Diploma of Financial Planning
Kaplan Professional
Margin Lending - Personal Advice
Kaplan
Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Memberships
Financial Planning Association of Australia (FPA)