Financial Adviser · MALVERN, VIC

Evan Theodorou

MALVERN, VIC
15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004602
Currently at
Malvern, VIC (firm address)

About Evan Theodorou

Evan Theodorou is a financial adviser based in Malvern, Victoria, with 15 years of experience in the financial services industry since 2011. Evan is currently authorised under Jan24 Investments, operating through Avant Capital. Evan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Evan's qualifications include a Bachelor of (Hons) Commerce (Economics & Finance) from Monash University.

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

2005
Bachelor of (Hons) Commerce (Economics & Finance)
Monash University
2008
ADA Level 1 & 2
Kaplan
2008
Securities and Managed Investments
Securities & Derivatives Industry Association
2010
Margin Lending Accreditation
Deakin University
2011
Stockbroking
Deakin Prime
2015
Diploma of Financial Planning
Kaplan
2025
Financial Planning
Kaplan Professional

Registration History

Feb 2020 - Present Current
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Jun 2015 - Nov 2019 Ceased
Mar 2012 - Nov 2019 Ceased
Jul 2011 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register