Christian Tsiolis

Name
Christian Tsiolis
ID
280863
ABN
First Provided Advice
2000

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2002 - Bachelor of Economics (Social Sciences) - Bachelor Degree (AQF 7) - The University of Sydney
  • 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
  • 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
  • 2010 - Self Managed Superannuation Funds - Other - Kaplan
  • 2012 - Margin Lending (knowledge only) - Diploma (AQF 5) - Pinnacle Financial Services Academy
  • 2023 - Economics and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
  • 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • Financial Services Institute of Australasia (FINSIA)

Licencee

Status
Ceased
Licence Holder
Advice Today Pty Ltd (#403895)
Commenced
June 9, 2021
Ceased
Nov. 30, 2021
Status
Ceased
Licence Holder
Afsl Licensee Pty. Ltd. (#518453)
Commenced
Sept. 14, 2020
Ceased
March 30, 2021
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Aug. 27, 2020
Ceased
Aug. 31, 2020
Status
Ceased
Licence Holder
Axies Pty. Ltd. (#339384)
Commenced
March 4, 2020
Ceased
June 26, 2020
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Feb. 24, 2023
Ceased
Nov. 30, 2023
Status
Ceased
Licence Holder
Mediq Wealth Services Pty Ltd (#529906)
Commenced
Dec. 1, 2023
Ceased
Feb. 2, 2024
Status
Ceased
Licence Holder
Paragem Pty Limited (#297276)
Commenced
Dec. 1, 2021
Ceased
Nov. 30, 2022
Status
Current
Licence Holder
Profile Financial Services Pty ltd (#226238)
Commenced
Feb. 16, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Acn 095 037 988 Pty Ltd (#247169)
Commenced
Jan. 9, 2012
Ceased
Nov. 30, 2012
Status
Ceased
Licence Holder
Financial Masterplan Pty Ltd (#344628)
Commenced
Aug. 27, 2018
Ceased
Dec. 11, 2019
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Sept. 28, 2004
Ceased
June 30, 2005
Status
Ceased
Licence Holder
Principal Financial Group Pty Ltd (#227091)
Commenced
April 10, 2008
Ceased
Sept. 17, 2008
Status
Ceased
Licence Holder
Scm Corporate Pty Limited (#313495)
Commenced
Nov. 30, 2012
Ceased
July 31, 2014
Status
Ceased
Licence Holder
Strategic Capital Management Pty Ltd (#245580)
Commenced
March 26, 2015
Ceased
Aug. 30, 2018