Harry Matsoukas

Name
Harry Matsoukas
ID
321261
ABN
–
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

  • Association of Independently Owned Financial Professionals (AIOFP)

Licencee

Status
Ceased
Licence Holder
Ahr Private Wealth Pty Ltd (#543254)
Commenced
March 13, 2025
Ceased
July 24, 2025
Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
Feb. 7, 2022
Ceased
Oct. 20, 2022
Status
Ceased
Licence Holder
Banyan Securities Pty Ltd (#484139)
Commenced
Feb. 11, 2025
Ceased
March 12, 2025
Status
Ceased
Licence Holder
Chpw Financial Pty Ltd (#280201)
Commenced
Sept. 19, 2025
Ceased
May 25, 2026
Status
Ceased
Licence Holder
Finex Wealth Pty Ltd (#536960)
Commenced
Sept. 13, 2024
Ceased
Sept. 18, 2024
Status
Ceased
Licence Holder
Hejaz Financial Advisers Pty Ltd (#517686)
Commenced
Oct. 21, 2024
Ceased
Jan. 17, 2025
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
First Mutual Australia Pty ltd (#423710)
Commenced
May 25, 2026

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