Financial Adviser
· PIALBA, QLD
Johnnie Kosmidis
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302999
Johnnie Kosmidis is a financial adviser based in Pialba, Queensland, with 22 years of experience in the financial services industry. Johnnie is currently authorised under Capstone Financial Planning Pty Ltd. Johnnie 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Johnnie 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
2000
Bachelor of Commerce
Macquarie University
2006
Graduate Diploma of Financial Planning
FINSIA
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
A.C.N. 603 037 510 PTY LTD
GPL (VIC) PTY LTD
STRATEGIC WEALTH SOLUTIONS PTY LIMITED
Source: ASIC Financial Advisers Register