Financial Adviser
· CHADSTONE, VIC
Alexis Joanne Kavaliotis
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309374
Alexis Joanne Kavaliotis is a financial adviser based in Chadstone, Victoria, with 1 year of experience in the financial services industry. Alexis is currently authorised under Lifespan Financial Planning Pty Ltd. Alexis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alexis holds a Bachelor of Commerce.
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
2022
Bachelor of Commerce