GIANNIS PANTELAKAKIS
Financial Adviser · Broadbeach, QLD
📚 Qualifications & Training
2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Griffith University
2001 - Bachelor of International Finance - Bachelor Degree (AQF 7) - Griffith University
2007 - ASX Accredited Derivatives Adviser Level Two Exam - Other - Tribeca
2007 - Securities & Derivatives Industry Associatio (SDIA) Accreditation Program - Other - Deakin University
2010 - CPA Program - Professional Designations - CPA Australia
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2013 - 925 Life Insurance & Skills - Other - Kaplan Higher Education Pty Limited
2014 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2015 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
CPA Australia (CPA)
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.