KALIOPI KALIFATIDIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2015 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia
🏢 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.