Financial Adviser · SURREY HILLS, VIC

Emanouel Hatzimanolis

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001002854

Emanouel Hatzimanolis is a financial adviser based in Surrey Hills, Victoria, with 20 years of experience in the financial services industry. Emanouel is currently authorised under Capstone Financial Planning Pty Ltd. Emanouel 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 Master of Applied Finance (Financial Planning) from Kaplan Professional. Emanouel 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: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Tribeca Learning (Aust)

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2015

Master of Applied Finance (Financial Planning)

Kaplan Professional

2020

Accredited Aged Care Professional

Aged Care Steps

Registration History

Capstone Financial Planning Pty Ltd

May 2021 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Bridges Financial Services Pty Limited

Feb 2020 - May 2021 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Commonwealth Financial Planning Limited

Nov 2006 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register