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