PANTELIS VAFEAS

Financial Adviser ยท Southbank, VIC

Not Registered

Registration Number

001285544

Registration Status

Not Registered

Location

Southbank, VIC 3006

Registration Date

17/06/2025

Financial Services Licensee

LIFESTYLE ASSET MANAGEMENT PTY LTD

Licence #000288421

๐Ÿ“š Qualifications & Training

2018 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Swinburne University of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

โ„น๏ธ 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.