Evan Theodorou – Financial Adviser

Adviser identifying number: 1004602
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 08/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 000237121
Authorised Representative’s ABN: 86002733048

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ADA Level 1 & 2 – Kaplan
  • ADA Level 1 & 2 – Kaplan
  • Bachelor of (Hons) Commerce (Economics & Finance) – Monash University
  • Bachelor of (Hons) Commerce (Economics & Finance) – Monash University
  • Diploma of Financial Planning – Kaplan
  • Diploma of Financial Planning – Kaplan
  • Margin Lending Accreditation – Deakin University
  • Margin Lending Accreditation – Deakin University
  • Securities and Managed Investments – Securities & Derivatives Industry Association
  • Securities and Managed Investments – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

Evan Theodorou is authorised to provide advices on following products:

  • Derivatives
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility