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