KOSTAS MAVRIKIOS

Financial Adviser · Kew, VIC

Registered

Registration Number

001004980

Registration Status

Registered

Location

Kew, VIC 3101

Providing Advice Since

2010

Registration Date

13/04/2011

Financial Services Licensee

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

Licence #000234527

📚 Qualifications & Training

2007 - Bachelor of Business (Financial Management) - Bachelor Degree (AQF 7) - La Trobe University
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited

🏢 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.