Alexandros Cokalis
Financial Adviser in Kew, Victoria, Australia
Review Alexandros Cokalis
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000463798
- Location
- Kew VIC 3101
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 June 2021
- First provided advice
- 2002
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan (2009); Diploma of Financial Services, Kaplan (2009); ICFS Specialist SMSF Course, Adelaide University (2013); Ethics and Professionalism in Financial Advice, Kaplan High Education (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- SMSF Association - SMSF Specialist Advisor (SSA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexandros Cokalis
Alexandros Cokalis is a financial adviser in Kew, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000463798.
The licensee Alexandros advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 17 June 2021.
The register records 2002 as the year Alexandros first provided financial advice. The qualifications listed for Alexandros include Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2009), Diploma of Financial Services (Kaplan, 2009) and ICFS Specialist SMSF Course (Adelaide University, 2013). Alexandros is recorded as a member of SMSF Association – SMSF Specialist Advisor (SSA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Alexandros Cokalis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Alexandros Cokalis a registered financial adviser?
Yes. Alexandros Cokalis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000463798.
Which licensee does Alexandros Cokalis work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alexandros Cokalis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.