Theo Marinis – Financial Adviser

Adviser identifying number: 242123
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: FINANCIAL STRATEGIES (SA) PTY LTD
Licence number: 326403
Licensee’s ABN: 54083005930
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL STRATEGIES (SA) PTY LTD
Authorised Representative identifying number: 326403
Authorised Representative’s ABN: 54083005930

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:

  • Associate Accountant – ASCPA
  • Bachelor of Arts – University of Adelaide
  • Bachelor of Economics – University of Adelaide
  • Certified Financial Planner (CFP) – Deakin University FPA
  • Certified Practicing Accountant (CPA) – ASCPA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Theo Marinis 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