Nicholas Kakalis Financial Planner Report

Name:
Nicholas Kakalis

Rep Number:
000310699

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-05-20 onwards

Location:
Essendon, , VIC, 0

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
University of Melbourne
Bachelor of Commerce
Institute of Chartered Accountants in Australia
Chartered Accountant
AAMC Training Group
Diploma of Financial Services (Financial Planning)
AAMC Training Group
Diploma of Financial Services (Mortgage Broking)

Memberships
Association of Financial Advisers (AFA)
Mortgage & Finance Association of Australia (MFAA)