Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHELTENHAM, VIC

Nickolaos Comninacis

19 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001002076

Nickolaos Comninacis is a financial adviser based in Cheltenham, Victoria, with 19 years of experience in the financial services industry. Nickolaos is currently authorised under Capstone Financial Planning Pty Ltd. Nickolaos 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Nickolaos is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Margin Lending
Kaplan Professional
2017
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Dec 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Fiducian Financial Services Pty Ltd
May 2014 - Jul 2021 Ceased
National Australia Bank Limited
Feb 2007 - Apr 2014 Ceased

Source: ASIC Financial Advisers Register