Financial Adviser · ELSTERNWICK, VIC

George Kapiniaris

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000311716

George Kapiniaris is a financial adviser based in Elsternwick, Victoria, with 19 years of experience in the financial services industry. George is currently authorised under Insight Investment Services Pty Ltd. George 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 Bachelor of Economics from Monash University. George is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1983
Bachelor of Economics
Monash University
2007
Diploma of Financial Services (Financial Planning)
FINSIA Education (Kaplan Professional)
2010
Margin Lending & Geared Investments
Kaplan Professional

Registration History

Oct 2023 - Present Current
Mar 2007 - Oct 2023 Ceased

Source: ASIC Financial Advisers Register