ANDREW KOSTOPOULOS
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Economics and Finance) - - University Of Western Sydney
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2009 - Financial Essentials SMSF Adviser Education Program - Certificate (AQF 1-4) - Financial Essentials and Financial Planning Association
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2011 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.