Financial Adviser
· KEW, VIC
Alexandros Cokalis
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463798
Alexandros Cokalis is a financial adviser based in Kew, Victoria, with 24 years of experience in the financial services industry. Alexandros is currently authorised under Lifespan Financial Planning Pty Ltd. Alexandros 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Alexandros is a member of SMSF Association - SMSF Specialist Advisor (SSA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2009
Diploma of Financial Services
Kaplan
2013
ICFS Specialist SMSF Course
Adelaide University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan High Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide personal advice on Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register