JOHN PANAYIS

Financial Adviser · Matraville, NSW

Registered

Registration Number

000245118

Registration Status

Registered

Location

Matraville, NSW 2036

Providing Advice Since

1999

Registration Date

29/10/2008

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

📚 Qualifications & Training

1998 - B. Mathematics & Finance - - University of Technology Sydney
2004 - Advanced Diploma in Financial Planning - - Deacon University
2009 - Graduate Diploma of Chartered Accounting - - ICAA
2013 - Self Managed Superannuation Fund Auditor - - ASIC
2014 - CA Financial Planning Specialist - - ICAA

🏢 Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Institute of Public Accountants (IPA)
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.