NEKTARIOS ANDREA KARKOTIS
Financial Adviser · Wembley, WA
📚 Qualifications & Training
2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2010 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group
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.