John Katsaras – Financial Adviser
Adviser identifying number: 1002018
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence number: 231103
Licensee’s ABN: 46094765134
Licence controlled by: FIDUCIAN GROUP LIMITED
The date the Financial Adviser commenced the appointment: 13/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231103
Authorised Representative’s ABN: 46094765134
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 Services (Financial Planning) – TRIBECA
- Bachelor of Economics – Monash University
- Diploma of Financial Services (Financial Planning) – TRIBECA
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
John Katsaras 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation