Constantine Voulgaris
Financial Adviser in Ivanhoe, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305874
- Location
- Ivanhoe VIC 3079
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 15 November 2011
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Banking & Finance), Victoria University (2004); Diploma of Financial Services (Financial Planning), Tribeca (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2015); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2017)
- 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 Constantine Voulgaris
Constantine Voulgaris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ivanhoe, Victoria (adviser number 000305874).
Constantine provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 15 November 2011.
The register records 2007 as the year Constantine first provided financial advice. The qualifications listed for Constantine include Bachelor of Business (Banking & Finance) (Victoria University, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2015).
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 Constantine Voulgaris a registered financial adviser?
Yes. Constantine Voulgaris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305874.
Which licensee does Constantine Voulgaris work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Constantine Voulgaris 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."