WILLIAM NAKOS

Financial Adviser · West Melbourne, VIC

Registered

Registration Number

001272643

Registration Status

Registered

Location

West Melbourne, VIC 3003

Providing Advice Since

2018

Registration Date

20/12/2018

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University
2018 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2025 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Education

🏢 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.