Arthur Panagis
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000413788
- Location
- Parkside SA 5063
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 22 April 2015
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (1995); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Arthur Panagis
Arthur Panagis is a financial adviser in Parkside, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000413788.
Arthur provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 22 April 2015.
According to the register, Arthur first provided financial advice in 2011. The qualifications listed for Arthur include Bachelor of Business (Accounting) (Charles Sturt University, 1995), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2011) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Arthur Panagis a registered financial adviser?
Yes. Arthur Panagis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000413788.
Which licensee does Arthur Panagis work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Arthur Panagis 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."