Financial Adviser · BONDI JUNCTION, NSW

Theodore Mallos

BONDI JUNCTION, NSW
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000312778
Currently at
Sydney, NSW (firm address)

About Theodore Mallos

Theodore Mallos is a financial adviser based in Bondi Junction, New South Wales, with 19 years of experience in the financial services industry since 2007. Theodore is currently authorised under Synchron Advice. Theodore holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Theodore's qualifications include a Master of Financial Planning from Royal Melbourne Institute of Technology. Theodore 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Economics
Macquarie University
2004
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2006
Master of Financial Planning
Royal Melbourne Institute of Technology
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited

Registration History

Dec 2016 - Present Current
Oct 2012 - Dec 2016 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Apr 2007 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register