Nicholas Kakalis – Financial Adviser

Adviser identifying number: 310699
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence number: 230323
Licensee’s ABN: 65006373995
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 20/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONSULTUM FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 230323
Authorised Representative’s ABN: 65006373995

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – University of Melbourne
• Chartered Accountant – Institute of Chartered Accountants in Australia
• Diploma of Financial Services (Financial Planning) – AAMC Training Group
• Diploma of Financial Services (Mortgage Broking) – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Mortgage & Finance Association of Australia (MFAA)

Nicholas Kakalis is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation