Dennis Koklas
Financial Adviser in Preston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000885
- Location
- Preston VIC 3072
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 13 January 2025
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Securities Institute (2004); Advanced Diploma of Financial Services (Financial Planning), Finsia (2007); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2014); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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 Dennis Koklas
Dennis Koklas is a financial adviser in Preston, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000885.
The licensee Dennis advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 13 January 2025.
According to the register, Dennis first provided financial advice in 2005. The qualifications listed for Dennis include Diploma of Financial Services (Financial Planning) (Securities Institute, 2004), Advanced Diploma of Financial Services (Financial Planning) (Finsia, 2007) and Margin Lending and Geared Investments (Kaplan, 2010).
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.
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Questions people ask
Is Dennis Koklas a registered financial adviser?
Yes. Dennis Koklas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000885.
Which licensee does Dennis Koklas work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Dennis Koklas 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.