John Kalla – Financial Adviser
Adviser identifying number: 1003338
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 23/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: XSEEDWEALTH PTY LTD
Authorised Representative identifying number: 466622
Authorised Representative’s ABN: 56126371346
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:
- Advanced Diploma of Financial Planning – Investment Banking Institute
- Advanced Diploma of Financial Planning – Investment Banking Institute
- Diploma of Financial Planning – Investment Banking Institute
- Diploma of Financial Planning – Investment Banking Institute
- Master of Business Administration – University of Canberra
- Master of Business Administration – University of Canberra
- Self Managed Superannuation Funds – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
John Kalla 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