Financial Adviser
· DULWICH, SA
Terry Evreniadis
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248842
Terry Evreniadis is a financial adviser based in Dulwich, South Australia, with 22 years of experience in the financial services industry since 2004. Terry is currently authorised under Alliance Wealth, operating through Visible Wealth Solutions. Terry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Terry's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia Limited. Terry is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2005
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin lending
Pinnacle Financial Services Academy
2024
Aged Care Course
Kaplan Higher Education