Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARKSIDE, SA

Arthur Panagis

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000413788

Arthur Panagis is a financial adviser based in Parkside, South Australia, with 15 years of experience in the financial services industry. Arthur is currently authorised under Akumin Financial Planning Pty Limited. Arthur 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 Business (Accounting) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Business (Accounting)
Charles Sturt University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2014
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ASCENSIS WEALTH PTY LTD
Jun 2014 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register