Terry Evreniadis Financial Planner Report

Name:
Terry Evreniadis

Rep Number:
000248842

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-03-24 onwards

ABN:
49 137 832 200

Licensee
Name:

Number:
000414256

ABN:
59 153 322 420

Controlled By:

Appointed By
Name:
Aiw Dealer Services Pty Ltd

Licence Number:
000414256

ABN:
59 153 322 420

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
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Financial Planning Association of Australia Limited
Diploma of Financial Planning
Pinnacle Financial Services Academy
Margin lending
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)