JERRY KAKOLYRIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Business Information Systems) - Bachelor Degree (AQF 7) - RMIT
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Holmesglen Institute
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Holmesglen Institute
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.