Stan Konidaris
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306546
- Location
- Melbourne VIC 3004
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 15 December 2017
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Finance), Victoria College (1990); Professional Year Programme, The Institute of Chartered Accountants (1996); Financial Planning Proper Authority Course, Securities Institute & Institute of Chartered Accountants (2001); Securities, FINSIA (2006); Self Managed Super Funds, Tribeca (2006)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Stan Konidaris
Stan Konidaris is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000306546).
Stan provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 15 December 2017.
The register records 2006 as the year Stan first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (Victoria College, 1990), Professional Year Programme (The Institute of Chartered Accountants, 1996) and Financial Planning Proper Authority Course (Securities Institute & Institute of Chartered Accountants, 2001). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Stan Konidaris a registered financial adviser?
Yes. Stan Konidaris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306546.
Which licensee does Stan Konidaris work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Stan Konidaris 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.