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