Financial Adviser · IVANHOE, VIC

Constantine Voulgaris

19 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000305874

Constantine Voulgaris is a financial adviser based in Ivanhoe, Victoria, with 19 years of experience in the financial services industry. Constantine is currently authorised under Akumin Financial Planning Pty Limited. Constantine 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 Business (Banking & Finance) from Victoria University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Business (Banking & Finance)

Victoria University

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2017

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GWM ADVISER SERVICES PTY LTD

Apr 2009 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register