John Kassis – Financial Adviser
Adviser identifying number: 249606
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AMP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 232706
Authorised Representative’s ABN: 89051208327
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:
- Certificate IV Financial Services (Finance/Mortgage Broking) – Mortgage & Finance Association of Australia (MFAA)
- Diploma of Business (Accounting) – The Footscray Institute of Technology (FIT)
- Diploma of Finance and Mortgage Broking Management – AAMC Training Group
- Diploma of Financial Planning – Financial Planning Association (FPA)
Relevant memberships of professional bodies or industry associations:
- CFP – Certified Financial Planner (FPA)
- CPA – Certified Practising Accountant (CPA)
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- MFAA – Mortgage & Finance Association of Australia
John Kassis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility