Francis Kosteliz
Financial Adviser in Nelson Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320154
- Location
- Nelson Bay NSW 2315
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 4 September 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Business, The University of Newcastle (2006); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (formerly Tribeca) (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Statement of Attainment, Kaplan Education Pty Ltd (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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 Francis Kosteliz
On the Financial Advisers Register kept by ASIC, Francis Kosteliz appears as a current financial adviser in Nelson Bay, New South Wales, adviser number 000320154.
Francis provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. The current authorisation started on 4 September 2020.
According to the register, Francis first provided financial advice in 2006. The qualifications listed for Francis include Bachelor of Business (The University of Newcastle, 2006), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd (formerly Tribeca), 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012).
Francis 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 Francis Kosteliz a registered financial adviser?
Yes. Francis Kosteliz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320154.
Which licensee does Francis Kosteliz work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Francis Kosteliz 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.