Financial Adviser · IPSWICH, QLD

Agnes Sylvia Erdosi

IPSWICH, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001263236

Practice

SB Wealth

Ipswich, QLD (practice address on ASIC register)

Licensed through Ep Financial Services

View practice

About Agnes Sylvia Erdosi

Agnes Sylvia Erdosi is a financial adviser based in Ipswich, Queensland, with 8 years of experience in the financial services industry since 2018. Agnes works at SB Wealth, which is licensed through Ep Financial Services. Agnes holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Agnes's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. Agnes 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: MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)

Authorised to provide tax financial advice services

Qualifications and Training

2014

Diploma of Financial Planning

Kaplan Professional Education

2018

Bachelor of Commerce (Financial Planning)

Deakin University

2019

TASA TPB Code of Professional Conduct

Kaplan Professional Education

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2025

Margin Lending Specialist

Kaplan Higher Education Pty Limited

Registration History

Ep Financial Services Pty Ltd

Jul 2020 - Present Current

MDA Services (Advice and Arrange only)Securities (Advice and Arrange only)

Ep Financial Services Pty Ltd

Mar 2020 - Jul 2020 Ceased

Morgans Financial Limited

Apr 2018 - Feb 2020 Ceased

Source: ASIC Financial Advisers Register