Financial Adviser · MARIBYRNONG, VIC

Elena Konstantinova

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001005873

Elena Konstantinova is a financial adviser based in Maribyrnong, Victoria, with 16 years of experience in the financial services industry. Elena is currently authorised under Lifespan Financial Planning Pty Ltd. Elena 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 Certified Financial Planner from Financial Planning Association of Australia. Elena is a member of 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2010

Master of Finance

Royal Melbourne Institute of Technology

2020

Certified Financial Planner

Financial Planning Association of Australia

2023

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Nov 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Aware Financial Services Australia Limited

Sep 2020 - Oct 2024 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Dec 2019 - May 2020 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Oct 2018 - Nov 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Jan 2017 - Oct 2018 Ceased

Mufg Retire360 Pty Limited

Jun 2015 - Nov 2016 Ceased

SUPERPARTNERS PTY LTD

Feb 2010 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register