Katerina Sousalis
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236867
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Modoras Pty Ltd (AFSL 233209)
- Authorised since
- 1 October 2003
- First provided advice
- 2003
- Qualifications
- Bachelor of Visual Arts, Griffith University (1995); Diploma of Financial Planning, Deakin University (2005); Certificate IV in Financial Services (Finance and Mortgage Broking), Kaplan Professional (2011)
- 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 Katerina Sousalis
Katerina Sousalis is a financial adviser in Upper Mount Gravatt, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000236867.
Katerina provides advice as an authorised representative of Modoras Pty Ltd, which holds Australian financial services licence 233209. That authorisation dates from 1 October 2003.
The register records 2003 as the year Katerina first provided financial advice. Qualifications and training on file include Bachelor of Visual Arts (Griffith University, 1995), Diploma of Financial Planning (Deakin University, 2005) and Certificate IV in Financial Services (Finance and Mortgage Broking) (Kaplan Professional, 2011).
Katerina 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 Katerina Sousalis a registered financial adviser?
Yes. Katerina Sousalis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236867.
Which licensee does Katerina Sousalis work under?
Modoras Pty Ltd, Australian financial services licence 233209.
What can Katerina Sousalis 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.