Nick Stathopoulos
Financial Adviser in Clayton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310342
- Location
- Clayton VIC 3168
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 14 July 2020
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Marketing), Monash University (1998); Diploma of Financial Planning, Financial Planning Association (FPA) (2001); Certified Financial Planner, FAAA (2003); Self Managed Superannuation Funds, Kaplan Professional (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Nick Stathopoulos
On the Financial Advisers Register kept by ASIC, Nick Stathopoulos appears as a current financial adviser in Clayton, Victoria, adviser number 000310342.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 14 July 2020.
According to the register, Nick first provided financial advice in 2001. Qualifications and training on file include Bachelor of Business (Marketing) (Monash University, 1998), Diploma of Financial Planning (Financial Planning Association (FPA), 2001) and Certified Financial Planner (FAAA, 2003). Nick is recorded as a member of CFP – Certified Financial Planner (FPA) and 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 Nick Stathopoulos a registered financial adviser?
Yes. Nick Stathopoulos is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310342.
Which licensee does Nick Stathopoulos work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Nick Stathopoulos 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.