Sotos Zervides – Financial Adviser

Adviser identifying number: 260512
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 03/02/2004
The date the Financial Adviser ceased the appointment: 04/12/2011
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Bachelor Degree – Phillip Institute of Technology RMIT
• Diploma – Financial Planning – Securities Institute

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Sotos Zervides is authorised to provide advices on following products: