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