Chris Kourmpatsos
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312665
- Location
- Newcastle NSW 2300
- Licensee
- Professional Retirement Advice Pty Limited (AFSL 513895)
- Authorised since
- 2 July 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Newcastle (2001); Bachelor of Economics, University of Newcastle (2001); Graduate Diploma of Financial Planning, Kaplan Professional (formerly FINSIA) (2004); Certified Financial Planner, FPA (2009); Master of Applied Finance, Kaplan Professional (2010)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Chris Kourmpatsos
Chris Kourmpatsos is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 000312665).
The licensee Chris advises under is Professional Retirement Advice Pty Limited (AFS licence 513895). That authorisation dates from 2 July 2019.
The register records 2007 as the year Chris first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 2001), Bachelor of Economics (University of Newcastle, 2001) and Graduate Diploma of Financial Planning (Kaplan Professional (formerly FINSIA), 2004). Professional memberships recorded: FINSIA, Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Chris is authorised to advise 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.
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Questions people ask
Is Chris Kourmpatsos a registered financial adviser?
Yes. Chris Kourmpatsos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312665.
Which licensee does Chris Kourmpatsos work under?
Professional Retirement Advice Pty Limited, Australian financial services licence 513895.
What can Chris Kourmpatsos 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.