Evan Tsipas – Financial Adviser

Adviser identifying number: 1001098
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence number: 238282
Licensee’s ABN: 22009176354
Licence controlled by: BIRDS HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 03/04/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Authorised Representative identifying number: 238282
Authorised Representative’s ABN: 22009176354

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:

• Bachelor of Commerce (Finance and Economics) – University of Melbourne
• Bachelor of Science (Statistics) – University of Melbourne
• Chartered Financial Analyst – CFA Institute
• Diploma of Financial Services – Deakin University

Relevant memberships of professional bodies or industry associations:

• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)

Evan Tsipas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility