Financial Adviser
· BENTLEIGH EAST, VIC
Fanoula Stathatos
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002242
Fanoula Stathatos is a financial adviser based in Bentleigh East, Victoria, with 19 years of experience in the financial services industry. Fanoula is currently authorised under Capella Advisory Pty Ltd. Fanoula 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 Royal Melbourne Institute of Technology. Fanoula is a member of CPA Australia (CPA) and National Tax and Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting)
Royal Melbourne Institute of Technology
2000
Fellow of Certified Practising Accountant
Australian Society of Certified Practising Accountants
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2003
Professional Accreditation of Specialist in Financial Planning
CPA Australia
2012
Certificate IV in Finance and Mortgage Broking
NSW TAFE
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Derivatives Limited to; old law securities options contracts and warrants
Source: ASIC Financial Advisers Register