John Panayis
Financial Adviser in Matraville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245118
- Location
- Matraville NSW 2036
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 29 October 2008
- First provided advice
- 1999
- Qualifications
- B. Mathematics & Finance, University of Technology Sydney (1998); Advanced Diploma in Financial Planning, Deacon University (2004); Graduate Diploma of Chartered Accounting, ICAA (2009); Self Managed Superannuation Fund Auditor, ASIC (2013); CA Financial Planning Specialist, ICAA (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Institute of Public Accountants (IPA); NTAA
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About John Panayis
John Panayis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Matraville, New South Wales (adviser number 000245118).
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 29 October 2008.
According to the register, John first provided financial advice in 1999. Qualifications and training on file include B. Mathematics & Finance (University of Technology Sydney, 1998), Advanced Diploma in Financial Planning (Deacon University, 2004) and Graduate Diploma of Chartered Accounting (ICAA, 2009). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Institute of Public Accountants (IPA) and NTAA.
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 John Panayis a registered financial adviser?
Yes. John Panayis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245118.
Which licensee does John Panayis work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can John Panayis 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.