Financial Adviser
· MELBOURNE, VIC
Kaliopi Kalifatidis
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233341
About Kaliopi Kalifatidis
Kaliopi Kalifatidis is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Kaliopi is currently authorised under Gill And Co Advisory. Kaliopi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kaliopi's 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
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
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
2026
Commercial Law
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register