John Panayis – Financial Adviser
Adviser identifying number: 245118
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust
The date the Financial Adviser commenced the appointment: 29/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000229892
Authorised Representative’s ABN: 23065921735
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 in Financial Planning – Deacon University
- B. Mathematics & Finance – University of Technology Sydney
- CA Financial Planning Specialist – ICAA
- Graduate Diploma of Chartered Accounting – ICAA
- Self Managed Superannuation Fund Auditor – ASIC
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Institute of Public Accountants (IPA)
- NTAA
John Panayis 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
- FHSA Issued non ADI