Financial Adviser · MELBOURNE, VIC

John Mathiopoulos

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001240376

John Mathiopoulos is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. John is currently authorised under Australia Pacific Funds Management. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Diploma of Financial Services (Financial Planning) from RMIT University TAFE.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Certificate IV in Financial Services (Financial Planning)
RMIT University TAFE
2008
Diploma of Financial Services (Financial Planning)
RMIT University TAFE
2009
ASIC RG146 Tier 1 Compliance Prgoram
RMIT University TAFE
2009
Certificate IV in Financial Services (Finance/Broking)
AAMC Training Group
2009
Superannuation, Life Insurance, Managed Investments
RMIT
2009
THe Finamcial Services Industry Manage Client Services
RMIT
2010
Certificate IV in Financial Services (Mortgage Broking)
AAMC Training
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Diploma of Finance & Mortgage Broking Management
Kaplan Professional Education
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Education Pty Ltd
2025
Commercial Law
Kaplan Education
2025
Tax for Financial Advising
Kaplan Education

Registration History

ACN 143 933 644 PTY LTD
May 2015 - Feb 2016 Ceased
May 2009 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register