Theodoros Balomenos

Name
Theodoros Balomenos
ID
1234703
ABN
First Provided Advice
2004

Qualifications

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

  • 1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University
  • 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
  • 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
  • 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia

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
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Sept. 1, 2020
Ceased
May 31, 2021
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
Aug. 4, 2015
Ceased
Aug. 31, 2020
Status
Current
Licence Holder
Bridges Financial Services Pty Limited (#240837)
Commenced
June 1, 2021

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
Amp Financial Planning Pty Limited (#232706)
Commenced
Oct. 1, 2007
Ceased
Sept. 30, 2009
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Sept. 20, 2014
Ceased
July 23, 2015
Status
Ceased
Licence Holder
Thornton Group (australia) Pty Limited (#223670)
Commenced
April 1, 2004
Ceased
Sept. 20, 2007
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Jan. 3, 2012
Ceased
Jan. 3, 2013