Kaliopi Zannikos Financial Planner Report

Name:
Kaliopi Zannikos

Rep Number:
001240380

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

ABN:
69 430 928 780

Licensee
Name:

Number:
000452996

ABN:
24 167 151 420

Appointed By
Name:
Nextplan Financial Pty Ltd

Licence Number:
000452996

ABN:
24 167 151 420

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

Qualifications
Mentor
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)