Financial Adviser
· NELSON BAY, NSW
Francis Kosteliz
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320154
Francis Kosteliz is a financial adviser based in Nelson Bay, New South Wales, with 20 years of experience in the financial services industry. Francis is currently authorised under Loyalty Financial Services Pty Ltd. Francis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from The University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business
The University of Newcastle
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd (formerly Tribeca)
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Statement of Attainment
- Kaplan Education Pty Ltd
2016
MBA
University of Newcastle
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised to SMSF
Excluding Self Managed Superannuation Funds
GWM ADVISER SERVICES PTY LTD
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register