Johnnie Kosmidis
Financial Adviser in Pialba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302999
- Location
- Pialba QLD 4655
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 8 September 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, Macquarie University (2000); Graduate Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Johnnie Kosmidis
On the Financial Advisers Register kept by ASIC, Johnnie Kosmidis appears as a current financial adviser in Pialba, Queensland, adviser number 000302999.
The licensee Johnnie advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 8 September 2021.
The register records 2004 as the year Johnnie first provided financial advice. The qualifications listed for Johnnie include Bachelor of Commerce (Macquarie University, 2000), Graduate Diploma of Financial Planning (FINSIA, 2006) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2010). Johnnie is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Johnnie Kosmidis a registered financial adviser?
Yes. Johnnie Kosmidis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302999.
Which licensee does Johnnie Kosmidis work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Johnnie Kosmidis 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.