Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Cain Laoumtzis

20 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001002509

Cain Laoumtzis is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Cain is currently authorised under Aware Financial Services Australia Limited. Cain 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 (FPA). Cain 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: 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.

Authorised to provide tax financial advice services

Qualifications and Training

2003
JUST1016 Commercial Law
Royal Melbourne Institute of Technology
2003
JUST1031 Taxation 1
Royal Melbourne Institute of Technology
2005
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2008
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
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
Feb 2012 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register