Harry Matsoukas

Name
Harry Matsoukas
ID
321261
ABN
87452931750
First Provided Advice
2004

Qualifications

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

  • 1990 - Bachelor Business Marketing - - Monash University
  • 2000 - CFP - Other - FPA
  • 2000 - Certificate of Superannuation - - Macquarie University
  • 2005 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin
  • 2021 - Financial Adviser Exam - Other - FASEA

Memberships

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

Licencee

Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
Feb. 7, 2022
Ceased
Oct. 20, 2022
Status
Ceased
Licence Holder
Finex Wealth Pty Ltd (#536960)
Commenced
Sept. 13, 2024
Ceased
Sept. 18, 2024
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Dec. 1, 2022
Ceased
April 2, 2024
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
April 10, 2024
Ceased
May 7, 2024
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Oct. 21, 2022
Ceased
Nov. 30, 2022
Status
Current
Licence Holder
Hejaz Financial Advisers Pty ltd (#517686)
Commenced
Oct. 21, 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
Bridges Financial Services Pty Limited (#240837)
Commenced
Sept. 27, 2012
Ceased
Jan. 27, 2015
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
March 13, 2015
Ceased
Jan. 16, 2018
Status
Ceased
Licence Holder
Lionsgate Financial Group Pty. Ltd. (#342766)
Commenced
July 7, 2011
Ceased
Sept. 25, 2012
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
March 11, 2011
Ceased
July 6, 2011
Status
Ceased
Licence Holder
Mwl Financial Services Pty Ltd (#235096)
Commenced
Jan. 22, 2018
Ceased
April 20, 2018
Status
Ceased
Licence Holder
Nextplan Financial Pty Ltd (#452996)
Commenced
April 20, 2018
Ceased
June 12, 2019
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Dec. 15, 2009
Ceased
Dec. 1, 2010