Financial Adviser
· ROCKDALE, NSW
Costa Mappis
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001274
Costa Mappis is a financial adviser based in Rockdale, New South Wales, with 15 years of experience in the financial services industry. Costa is currently authorised under Count Financial Limited. Costa 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 Commerce (Finance) from University of Wollongong. Costa is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Finance)
University of Wollongong
2011
Tier 1 Adviser Compliance Solution
FINSIA
2022
FPC009 Complex Financial Planning
Kaplan Higher Education
2022
FPE010 Aged Care
Kaplan Higher Education
2022
FPE016 Self-Managed Superannuation Funds
Kaplan Higher Education
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
ADVICE ESSENTIALS PTY LIMITED
Source: ASIC Financial Advisers Register