Financial Adviser
· CLAYTON, VIC
Nick Stathopoulos
No disciplinary history on record with ASIC
CLAYTON,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310342
About Nick Stathopoulos
Nick Stathopoulos is a financial adviser based in Clayton, Victoria, with 25 years of experience in the financial services industry since 2001. Nick is currently authorised under Lifespan Financial Planning. Nick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nick's qualifications include a Certified Financial Planner from FAAA. Nick is a member of CFP - Certified Financial Planner (FPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business (Marketing)
Monash University
2001
Diploma of Financial Planning
Financial Planning Association (FPA)
2003
Certified Financial Planner
FAAA
2007
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register