Iadvice Technology Pty ltd

AFS License Number
526700
Name
Iadvice Technology Pty ltd
ABN/ACN/ARBN
86631674229
Licensee issued
Feb. 25, 2021
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Theodoros Karoumbalis 2015 2006 - Bachelor of Laws & Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2006 - Bachelor of Laws - - Deakin University ~ 2007 - Diploma of Financial Planning - - Kaplan Professional ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan ~ 2016 - Self Managed Superannuation Funds - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan