Nicholas Kakalis
Financial Adviser in Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310699
- Location
- Essendon VIC 3040
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 May 2026
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Melbourne (1999); Chartered Accountant, The Institute of Chartered Accountants (2002); Diploma of Financial Services (Financial Planning), AAMC Training Group (2011); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2013)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage & Finance Association of Australia (MFAA)
- 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 Nicholas Kakalis
On the Financial Advisers Register kept by ASIC, Nicholas Kakalis appears as a current financial adviser in Essendon, Victoria, adviser number 000310699.
Nicholas provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 6 May 2026.
According to the register, Nicholas first provided financial advice in 2011. The qualifications listed for Nicholas include Bachelor of Commerce (University of Melbourne, 1999), Chartered Accountant (The Institute of Chartered Accountants, 2002) and Diploma of Financial Services (Financial Planning) (AAMC Training Group, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).
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 Nicholas Kakalis a registered financial adviser?
Yes. Nicholas Kakalis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310699.
Which licensee does Nicholas Kakalis work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Nicholas Kakalis 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.