Steve Triantafilidis Financial Planner Report

Name:
Steve Triantafilidis

Rep Number:
001005781

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2014-09-01 onwards

Licensee
Name:

Number:
000240813

ABN:
19 009 145 555

Controlled By:

Appointed By
Name:
Morgan Stanley Wealth Management Australia Pty Ltd

Licence Number:
000240813

ABN:
19 009 145 555

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Kaplan Professional Education
928 Margin Lending - Knowledge only
The Institute of Chartered Financial Analysts
Chartered Financial Analyst Program
Stockbrokers Association of Australia
Core 1 Securities & Managed Investments Accreditation Program
Securities Institute Education
Diploma Course

Memberships
Chartered Financial Analyst Institute (CFA)
Financial Services Institute of Australasia