Constantinos Gotsis – Financial Adviser
Adviser identifying number: 1000231
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: WESTERN ADVISORY PTY LTD
Licence number: 403566
Licensee’s ABN: 96150439482
Licence controlled by: WESTERN ADVISORY PTY LTD
The date the Financial Adviser commenced the appointment: 17/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTERN ADVISORY PTY LTD
Authorised Representative identifying number: 403566
Authorised Representative’s ABN: 96150439482
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:
- DIPLOMA FINANCIAL SERVICES – INTERNATIONAL INSTITUTE OF TECHNOLOGY
- FINANCIAL PLANNING SPECIALIST – CPA AUSTRALIA
- MARGIN LENDING SPECIALIST – INTERNATIONAL INSTITUTE OF TECHNOLOGY
- MASTERS OF TAXATION – CURTIN UNIVERSITY
- SMSF SPECIALIST ADVISOR – SMSF ASSOCIATION
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Constantinos Gotsis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility