NICHOLAS KAKALIS
Financial Adviser · Essendon, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2001 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants in Australia
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group
2013 - Diploma of Financial Services (Mortgage Broking) - Diploma (AQF 5) - AAMC Training Group
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage & Finance Association of Australia (MFAA)
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.