George Ioannidis – Financial Adviser

Adviser identifying number: 1242871
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Licence number: 238141
Licensee’s ABN: 21104922394
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 238141
Authorised Representative’s ABN: 21104922394

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:

  • An Approved SMSF Audit Certificate – Association of Taxation and Management Accountants
  • Dip of Financial Planning – Monarch Institute
  • Trust Account Audit certificate – Association of Taxation and Management Accountants

Relevant memberships of professional bodies or industry associations:

  • NTAA
  • The Association of Practising Accountants
  • The Tax Institute

George Ioannidis is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products
  • Securities
  • Superannuation