Financial Adviser
· CAULFIELD NORTH, VIC
Jerry Kakolyris
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000452907
Jerry Kakolyris is a financial adviser based in Caulfield North, Victoria, with 18 years of experience in the financial services industry. Jerry is currently authorised under Focus Partners Wealth Pty Ltd. Jerry holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Business Information Systems) from RMIT. Jerry is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business (Business Information Systems)
RMIT
2007
Diploma of Financial Services (Financial Planning)
Holmesglen Institute
2008
Advanced Diploma of Financial Services (Financial Planning)
Holmesglen Institute
2013
Self Managed Superannuation Funds
Kaplan Professional
Registration History
WEALTH ARCHITECTS LIFE PTY LTD
Derivatives and Margin Lending
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Authorised in MDA services, which is 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.
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register