George Kapiniaris
Financial Adviser in Elsternwick, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311716
- Location
- Elsternwick VIC 3185
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 10 October 2023
- First provided advice
- 2007
- Qualifications
- Bachelor of Economics, Monash University (1983); Diploma of Financial Services (Financial Planning), FINSIA Education (Kaplan Professional) (2007); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About George Kapiniaris
George Kapiniaris is a financial adviser in Elsternwick, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000311716.
George provides advice as an authorised representative of Insight Investment Services Pty Ltd, which holds Australian financial services licence 309996. The current authorisation started on 10 October 2023.
The register records 2007 as the year George first provided financial advice. The qualifications listed for George include Bachelor of Economics (Monash University, 1983), Diploma of Financial Services (Financial Planning) (FINSIA Education (Kaplan Professional), 2007) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice 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 George Kapiniaris a registered financial adviser?
Yes. George Kapiniaris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311716.
Which licensee does George Kapiniaris work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can George Kapiniaris give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.