Andy Costa Mizarollis – Financial Adviser
Adviser identifying number: 245073
Status: Current
Adviser’s ABN: 53219765364
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: CORP-PLAN WEALTH MANAGEMENT PTY LTD
Licence number: 479803
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORP-PLAN CONSULTANTS PTY LTD
Authorised Representative identifying number: 001238627
Authorised Representative’s ABN: 24087157579
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 – Univesity of Johannesburg
- Chartered Accountant – Financial Planning Specialist – ICAA
- Managed Investments – Accredited
- Self Managed Super Fund Course – Tribeca
- Superannuation and Retirement Planning – Accredited
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Andy Costa Mizarollis is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- 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