FRANCIS KOSTELIZ (Adviser# 000320154) 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 September 15, 2017.
| Register Name | Financial Advisers |
| Adviser Name | FRANCIS KOSTELIZ |
| Adviser Number | 000320154 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000237857 AFFINIA FINANCIAL ADVISERS LIMITED |
| Licence ABN | 13085335397 |
| Adviser Start Date | 2017-09-15 |
| Appointing Representative Name | AFFINIA FINANCIAL ADVISERS LIMITED |
| Appointing Representative Number | 000237857 |
| Appointing Representative ABN | 13085335397 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Not Authorised to SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Bachelor of Business | The University of Newcastle |
| Diploma of Financial Services (Financial Planning) | Kaplan Education Pty Ltd (formerly Tribeca) |
| Statement of Attainment | SMSF - Kaplan Education Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237857 |
AFFINIA FINANCIAL ADVISERS LIMITED
Further restrictions: Not Authorised to SMSF |
2017-09-15 - | AFFINIA FINANCIAL ADVISERS LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2015-09-01 - 2017-07-13 | WESTPAC BANKING CORPORATION |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2013-12-18 - 2014-12-02 | FRANCIS KOSTELIZ |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-08-01 - 2013-12-17 | FRANCIS KOSTELIZ |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2009-12-22 - 2011-10-27 | FRANK KOSTELIZ |
| 000234663 |
JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD |
2007-11-30 - 2008-10-22 | FRANCIS KOSTELIZ |
| Licence Name | AFFINIA FINANCIAL ADVISERS LIMITED |
| Licence Number | 000237857 |
| Licence ABN | 13085335397 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNY GIAQUINTA | Affinia Financial Advisers Limited | Current | 2018-08-29 |
| YESHA SHUKLA | Affinia Financial Advisers Limited | Current | 2018-08-29 |
| AFRODITE CASTELLI | Affinia Financial Advisers Limited | Current | 2018-08-24 |
| WAYNE ERNEST BROWN | Affinia Financial Advisers Limited | Current | 2018-08-14 |
| KRISTOPHER MEUWISSEN | Affinia Financial Advisers Limited | Current | 2018-08-02 |
| MELISSA PAPADIMAS | Affinia Financial Advisers Limited | Current | 2018-07-31 |
| LAUREN ISLES | Affinia Financial Advisers Limited | Current | 2018-07-13 |
| LUCY BOULOS | Affinia Financial Advisers Limited | Current | 2018-07-11 |
| RAPHAEL JUDE FERNANDEZ | Affinia Financial Advisers Limited | Current | 2018-07-05 |
| FRANK JOSEPH SCHAECHTILI | Affinia Financial Advisers Limited | Current | 2018-06-18 |
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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.