FANOULA STATHATOS

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001002242

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2007

Registration Date

16/04/2018

Financial Services Licensee

CLIME ASSET MANAGEMENT PTY LIMITED

Licence #000221146

📚 Qualifications & Training

1995 - Bachelor of Business (Accounting) - - Royal Melbourne Institute of Technology
2000 - Fellow of Certified Practising Accountant - - Australian Society of Certified Practising Accountants
2001 - Diploma of Financial Planning - - Financial Planning Association of Australia
2003 - Professional Accreditation of Specialist in Financial Planning - - CPA Australia
2012 - Certificate IV in Finance and Mortgage Broking - - NSW TAFE
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

CPA Australia (CPA)
National Tax and Accountants Association (NTAA)

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.