Christopher George Kalpenos
Financial Adviser in Point Cook, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006419
- Location
- Point Cook VIC 3030
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 7 August 2020
- First provided advice
- 2001
- Qualifications
- LEGT1711 Legal Environment of Commerce, University of NSW (1992); Bachelor of Commerce, University of New South Wales (1995); Personal Financial Planning and Superannuation, CPA Australia (1997); Certified Practising Accountant (CPA), CPA Australia (1998); Certified Financial Planner (CFP), Financial Planning Association of Australia (2001); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2021)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Christopher George Kalpenos
On the Financial Advisers Register kept by ASIC, Christopher George Kalpenos appears as a current financial adviser in Point Cook, Victoria, adviser number 001006419.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 7 August 2020.
The register records 2001 as the year Christopher first provided financial advice. The qualifications listed for Christopher include LEGT1711 Legal Environment of Commerce (University of NSW, 1992), Bachelor of Commerce (University of New South Wales, 1995) and Personal Financial Planning and Superannuation (CPA Australia, 1997). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Christopher is authorised to advise 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.
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Questions people ask
Is Christopher George Kalpenos a registered financial adviser?
Yes. Christopher George Kalpenos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006419.
Which licensee does Christopher George Kalpenos work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Christopher George Kalpenos 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; standard margin lending.