PETER KALANTZIS (Adviser# 000431317) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 21, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PETER KALANTZIS |
| Adviser Number | 000431317 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000411846 BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence ABN | 99153118533 |
| Adviser Start Date | 2017-08-21 |
| Appointing Representative Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Appointing Representative Number | 000411846 |
| Appointing Representative ABN | 99153118533 |
| Memberships |
Association of Financial Advisers (AFA) Association of Financial Advisers (AFA) Australian Professional Indemnity Group Inc Australian Professional Indemnity Group Inc |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of New England |
| Bachelor of Commerce | University of New England |
| Certificate in Financial Markets | Securities Institute of Australia |
| Certificate in Financial Markets | Securities Institute of Australia |
| Superannuation SMSF | Superannuation Professionals Association of Australia |
| Superannuation SMSF | Superannuation Professionals Association of Australia |
| Tier 1 Insurances | Deakin University |
| Tier 1 Insurances | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000411846 | BLUEWATER FINANCIAL ADVISORS PTY LTD | 2017-08-21 - | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| 000229892 |
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust Further restrictions: Authorised to provide personal financial product advice to retail clients on MDA services. |
2012-11-26 - 2017-08-24 | LIFESPAN FINANCIAL PLANNING PTY LTD |
| 000309481 |
ALEXIS WEALTH ADVISORS PTY LTD
Further restrictions: Also authorised to provide general insurance advice and deal. |
2009-01-09 - | ALEXIS INSURANCE BROKERS PTY LTD |
| Licence Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence Number | 000411846 |
| Licence ABN | 99153118533 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BEVAN HENERIC | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-30 |
| PAUL JAN BILINSKI | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| GRAHAME IRVINE CRAIG | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| DAVID EARLEY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| JUDY ZONG | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| MITCHELL AARON JOHNSTON | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| PETER PAUL SOBCZUK-MURAWCZAK | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| KIMBERLY PAGE | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| TYSON THOMAS JONAS | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| BRUCE EDWARD BOUNDY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.