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