Financial Adviser
· BUNDALL, QLD
Giannis Pantelakakis
No disciplinary history on record with ASIC
BUNDALL,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005232
About Giannis Pantelakakis
Giannis Pantelakakis is a financial adviser based in Bundall, Queensland, with 16 years of experience in the financial services industry since 2010. Giannis is currently authorised under Pgw Financial Services. Giannis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Giannis's qualifications include a Bachelor of Business (Banking and Finance) from Griffith University. Giannis is a member of CPA Australia (CPA).
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
2001
Bachelor of Business (Banking and Finance)
Griffith University
2001
Bachelor of International Finance
Griffith University
2007
ASX Accredited Derivatives Adviser Level Two Exam
Tribeca
2007
Securities & Derivatives Industry Associatio (SDIA) Accreditation Program
Deakin University
2010
CPA Program
CPA Australia
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2013
925 Life Insurance & Skills
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2015
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education