CHRIS KOURMPATSOS
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - - University of Newcastle
2001 - Bachelor of Economics - - University of Newcastle
2004 - Graduate Diploma of Financial Planning - - Kaplan Professional (formerly FINSIA)
2009 - Certified Financial Planner - - FPA
2010 - Master of Applied Finance - - Kaplan Professional
🏢 Professional Memberships
FINSIA
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.