ALEXANDROS COKALIS
Financial Adviser · Kew, VIC
📚 Qualifications & Training
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2009 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan
2013 - ICFS Specialist SMSF Course - Certificate (AQF 1-4) - Adelaide University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan High Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
SMSF Association - SMSF Specialist Advisor (SSA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.