NICHOLAS KAKALIS (Adviser# 000310699) 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 May 20, 2016.
| Register Name | Financial Advisers |
| Adviser Name | NICHOLAS KAKALIS |
| Adviser Number | 000310699 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 65006373995 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2016-05-20 |
| Appointing Representative Name | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Appointing Representative Number | 000230323 |
| Appointing Representative ABN | 65006373995 |
| Memberships |
Association of Financial Advisers (AFA) Mortgage & Finance Association of Australia (MFAA) |
| Further Restrictions | Advice on superannuation excludes self managed superannuation funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Chartered Accountant | Institute of Chartered Accountants in Australia |
| Diploma of Financial Services (Financial Planning) | AAMC Training Group |
| Diploma of Financial Services (Mortgage Broking) | AAMC Training Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Advice on superannuation excludes self managed superannuation funds |
2016-05-20 - | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED Further restrictions: Superannuation excludes SMSF Advice |
2013-03-13 - 2016-05-20 | GUARDIANFP LTD |
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED |
2011-08-02 - 2013-03-05 | |
| 000233215 | WILLMOTT FORESTS LIMITED | 2009-03-26 - 2010-03-25 | |
| 000235653 | TIMBERCORP SECURITIES LIMITED | 2007-02-23 - 2008-02-16 |
| Licence Name | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000230323 |
| Licence ABN | 65006373995 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GLENN CLAPHAM | Consultum Financial Advisers Pty Ltd | Current | 2018-08-03 |
| GREGORY ARTHUR STEVENS | Consultum Financial Advisers Pty Ltd | Current | 2018-07-16 |
| RODERICK STARK | Consultum Financial Advisers Pty Ltd | Current | 2018-07-06 |
| TRAVIS STYLES | Consultum Financial Advisers Pty Ltd | Current | 2018-07-06 |
| MIRAL THAKKER | Consultum Financial Advisers Pty Ltd | Current | 2018-07-04 |
| SHANE CHARLES TONKIN | Consultum Financial Advisers Pty Ltd | Current | 2018-07-02 |
| NICOLE MURPHY | Consultum Financial Advisers Pty Ltd | Current | 2018-07-02 |
| PAUL RICHARD MULOCK | Consultum Financial Advisers Pty Ltd | Current | 2018-06-27 |
| MATTHEW DAVID SMITH | Consultum Financial Advisers Pty Ltd | Current | 2018-06-01 |
| MALCOLM KENNETH DOBSON | Consultum Financial Advisers Pty Ltd | Current | 2018-05-30 |
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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.