Financial Adviser
· MOUNT ISA, QLD
Andreas Peter Koulouris
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249603
Andreas Peter Koulouris is a financial adviser based in Mount Isa, Queensland, with 25 years of experience in the financial services industry. Andreas is currently authorised under Mawson Wealth Pty Limited. Andreas 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 Advanced Diploma of Financial Services (Financial Planning) from AMP Limited. Andreas 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Associate Diploma of Business (Accounting)
TAFE QLD
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Limited
2005
Self Managed Superannuation Funds
Tribeca
2011
Margin Lending and Geared Investments
Kaplan
Registration History
A.C.N. 133 593 012 PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register