William Panagis
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003652
- Location
- Sydney NSW 2000
- Licensee
- LGT Wealth Management Limited (AFSL 231127)
- Authorised since
- 29 May 2025
- First provided advice
- 2013
- Qualifications
- Economics (Banking and Finance), University of Western Sydney (2004); Applied Finance, Kaplan (2010); Financial Services, Kaplan (2014); Certified Financial Planner (CFP), FPA (2016); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About William Panagis
William Panagis is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003652.
Advice is given under the Australian financial services licence of LGT Wealth Management Limited, licence number 231127. The current authorisation started on 29 May 2025.
According to the register, William first provided financial advice in 2013. Qualifications and training on file include Economics (Banking and Finance) (University of Western Sydney, 2004), Applied Finance (Kaplan, 2010) and Financial Services (Kaplan, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is William Panagis a registered financial adviser?
Yes. William Panagis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003652.
Which licensee does William Panagis work under?
LGT Wealth Management Limited, Australian financial services licence 231127.
What can William Panagis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives; foreign exchange contracts.