Bill Fotopoulos Financial Planner Report

Name:
Bill Fotopoulos

Rep Number:
000249935

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Business (Ecomomic and Finance)
Securities Institute
Graduate Diploma in Applied Finance
Securities Institute
Graduate Diploma in Financial Planning

Memberships
CFP � Certified Financial Planner (FPA)