George Agelis Financial Planner Report

Name:
George Agelis

Rep Number:
001245928

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-01 onwards

Location:
Preston, , VIC, 0

ABN:
47 480 969 623

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Securities
Superannuation

Qualifications
Mentor
Diploma of Financial Planning
Mentor
Self Managed Superannuation Fund Adviser (Personal Advice)

Memberships
Institute of Public Accountants (IPA)