Stavros Pallis
Financial Adviser in North Adelaide, South Australia, Australia
Review Stavros Pallis
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000333210
- Location
- North Adelaide SA 5006
- Licensee
- Opulen Financial Solutions Pty Ltd (AFSL 517131)
- Authorised since
- 19 November 2019
- First provided advice
- 2008
- Qualifications
- Bachelor Degree, Flinders University of SA (1998); Post Graduate, Institute of Chartered Accountants (2002); Diploma, Kaplan (2008)
- 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 Stavros Pallis
Stavros Pallis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Adelaide, South Australia (adviser number 000333210).
Stavros provides advice as an authorised representative of Opulen Financial Solutions Pty Ltd, which holds Australian financial services licence 517131. The current authorisation started on 19 November 2019.
According to the register, Stavros first provided financial advice in 2008. Qualifications and training on file include Bachelor Degree (Flinders University of SA, 1998), Post Graduate (Institute of Chartered Accountants, 2002) and Diploma (Kaplan, 2008). Stavros is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Stavros 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.
Reviews
Nobody has reviewed Stavros Pallis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stavros Pallis a registered financial adviser?
Yes. Stavros Pallis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333210.
Which licensee does Stavros Pallis work under?
Opulen Financial Solutions Pty Ltd, Australian financial services licence 517131.
What can Stavros Pallis 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.