Financial Adviser · ADELAIDE, SA

Apostolos Katranis

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000336076

Apostolos Katranis is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Apostolos is currently authorised under Sa Wealth Solutions Pty Ltd. Apostolos 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 Applied Finance from University of South Australia.

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 Applied Finance
University of South Australia
2006
Bachelor of Commerce
University of South Australia
2011
RG146 Margin Lending
MLC ThreeSixty
2016
Fellow Chartered Financial Practitioners (FChFP)
Association of Financial Advisers (AFA)
2018
Diploma of Finance (Mortgage Broking)
Kaplan Australia

Registration History

May 2021 - Present Current
Apr 2020 - May 2021 Ceased
GWM ADVISER SERVICES PTY LTD
Mar 2009 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register