Financial Adviser · GREENSLOPES, QLD

Magdeline Jacovides

GREENSLOPES, QLD

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 001240373

Currently at

The Trustee For Mazi Wealth Trust

Brighton, VIC (firm address)

View firm profile

About Magdeline Jacovides

Magdeline Jacovides is a financial adviser based in Greenslopes, Queensland, with 13 years of experience in the financial services industry since 2013. Magdeline is currently authorised under Spark Advisors Australia, operating through The Trustee For Mazi Wealth Trust. Magdeline holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Magdeline's qualifications include a Bachelor of Commerce (Finance) from Griffith University. Magdeline 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

2010

Bachelor of Commerce (Finance)

Griffith University

2013

Diploma of Financial Planning

Kaplan

2015

Advanced Diploma of Financial Planning

Kaplan

2019

Ethics + Professionalism in Financial Advice

Ethics - Kaplan

2022

Accredited Listed Product Adviser Program

Kaplan

Registration History

Spark Advisors Australia Pty Ltd

Jan 2022 - Present Current

Guideway Financial Services Pty Ltd

May 2019 - Jan 2022 Ceased

Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised

Aspire Retire Pty Ltd

Mar 2016 - May 2019 Ceased

Art Financial Advice Pty Ltd

Jun 2013 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register