LOULA KOUZELEAS
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
1984 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Sydney
1999 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2006 - SMSF Specialist Adviser - Professional Designations - SMSFA
2011 - Margin Lending and Geared Investment - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.