Financial Adviser · MELBOURNE, VIC

Katerina Nicolakopoulos

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000317634

Katerina Nicolakopoulos is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Katerina is currently authorised under Eikon Financial Pty Ltd. Katerina 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 Industry Standard Education from Professional Designations - Financial Planning Association of Australia (FPA).

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

2001
Industry Standard Education
Professional Designations - Financial Planning Association of Australia (FPA)
2007
SMSF Specialist Advisor Accreditation
SMSF Association
2009
SPAA Accreditation Program
Self-Managed Super Fund Professionals Association of Australia
2021
Financial Adviser Exam
FASEA Standards Authority

Registration History

Jan 2020 - Present Current
Sep 2007 - Jan 2020 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register