Financial Adviser
· DOCKLANDS, VIC
Pantelis Cleoudis
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267594
About Pantelis Cleoudis
Pantelis Cleoudis is a financial adviser based in Docklands, Victoria, with 8 years of experience in the financial services industry since 2018. Pantelis is currently authorised under Actuate Alliance Services. Pantelis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pantelis's qualifications include a Bachelor of Business from University of Tasmania.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business
University of Tasmania
2023
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide SMSF advice.
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register