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:

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