Financial Adviser · CHADSTONE, VIC

Alexis Joanne Kavaliotis

1 Years experience
Tax advice
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

Registration History

May 2024 - Present Current

Source: ASIC Financial Advisers Register