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- Fotini Mastrogianni
Fotini Mastrogianni
- Name
- Fotini Mastrogianni
- ID
- 249858
- ABN
- –
- First Provided Advice
- 1998
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1994 - Bachelor of Economics - - University of Sydney
- 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
- 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
- 2013 - Finance and Mortgage Broking - Certificate (AQF 1-4) - National Finance Institute
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Gwp Financial Services Pty Ltd (#517504)
- Commenced
- Feb. 2, 2021
- Ceased
- June 30, 2022
- Status
- Ceased
- Licence Holder
- Perpetual Trustee Company Limited (#236643)
- Commenced
- May 30, 2014
- Ceased
- May 1, 2020
- Status
- Current
- Licence Holder
- Perpetual Trustee Company Limited (#236643)
- Commenced
- Aug. 25, 2022
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
- Charter Financial Planning Limited (#234665)
- Commenced
- Jan. 1, 2004
- Ceased
- May 19, 2005
- Status
- Ceased
- Licence Holder
- Rsm Financial Services Australia Pty Ltd (#238282)
- Commenced
- Nov. 7, 2006
- Ceased
- Nov. 10, 2012
- Status
- Ceased
- Licence Holder
- The Trust Company (australia) Limited (#235145)
- Commenced
- Feb. 15, 2013
- Ceased
- June 30, 2014