FANOULA PANTELIOS


Licensee: WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD

FANOULA PANTELIOS (Adviser# 001002242) 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 October 10, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name FANOULA PANTELIOS
Adviser Number 001002242
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000342420
WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence Controlled By WILLIAM BUCK (VIC) PTY LTD
Adviser Start Date 2016-10-10
Appointing Representative Name WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Appointing Representative Number 000342420
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • FANOULA PANTELIOS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Royal Melbourne Institute of Technology
Certificate IV in Finance and Mortgage Broking NSW TAFE
Diploma of Financial Planning Financial Planning Association of Australia
Fellow of Certified Practising Accountant Australian Society of Certified Practising Accountants
Professional Accreditation of Specialist in Financial Planning CPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000342420 WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence controlled by: WILLIAM BUCK (VIC) PTY LTD
2016-10-10 - WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
000243253 FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED
2016-07-07 - 2016-10-03 FINDEX ADVICE SERVICES PTY LTD
000238326 GARNAUT PRIVATE WEALTH PTY LTD
Further restrictions: Derivatives Limited to; old law securities options contracts and warrants
2004-02-03 - 2016-07-06 GARNAUT PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name WILLIAM BUCK WEALTH ADVISORS (VIC) PTY LTD
Licence Number 000342420

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Dataset Information


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.