HIPPOCRATES KALAITZOGLOU

Financial Adviser ยท Randwick, NSW

Registered

Registration Number

000414724

Registration Status

Registered

Location

Randwick, NSW 2031

Providing Advice Since

2007

Registration Date

14/08/2021

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.