Ioannis Vaitsas – Financial Adviser

Adviser identifying number: 239507
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
Licence number: 247105
Licensee’s ABN: 74099029526
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 14/11/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RFS WEALTH CREATION PTY LTD
Authorised Representative identifying number: 331994
Authorised Representative’s ABN: 18130160717

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 Business (Accountancy) – Queensland University of Technology
• Diploma of Financial Planning – Financial Planning Association of Australia
• Graduate Diploma of Business Administration (Management) – Queensland University of Technology
• Self Managed Superannuation Funds – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Ioannis Vaitsas 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