Financial Adviser
· MELBOURNE, VIC
Kaliopi Kalifatidis
No disciplinary history on record with ASIC
23
Years experience
ASIC Registered · ADV 001233341
Kaliopi Kalifatidis is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Kaliopi is currently authorised under Interprac Financial Planning Pty Ltd. Kaliopi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a CFP Certification Program from Financial Planning Association of Australia. Kaliopi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1995
Bachelor of Economics
La Trobe University
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2015
CFP Certification Program
Financial Planning Association of Australia
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register