Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Vasileios Gartzonis

SYDNEY, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291452
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About Vasileios Gartzonis

Vasileios Gartzonis is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. Vasileios works at PSK Private Wealth, which is licensed through Psk Advisory Services. Vasileios holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vasileios's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Vasileios is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce (Finance & Economics)
Western Sydney University
2002
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2005
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
2015
Self Managed Superannuation Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
Sep 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Oct 2009 - Sep 2022 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register