Peter Kalantzis – Financial Adviser

Adviser identifying number: 431317
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: ALEXIS WEALTH ADVISORS PTY LTD
Licence number: 309481
Licensee’s ABN: 49119785296
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALEXIS INSURANCE BROKERS PTY LTD
Authorised Representative identifying number: 326574
Authorised Representative’s ABN:

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:

• Bachelor of Commerce – University of New England
• Bachelor of Commerce – University of New England
• Certificate in Financial Markets – Securities Institute of Australia
• Certificate in Financial Markets – Securities Institute of Australia
• Superannuation SMSF – Superannuation Professionals Association of Australia
• Superannuation SMSF – Superannuation Professionals Association of Australia
• Tier 1 Insurances – Deakin University
• Tier 1 Insurances – Deakin University

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Association of Financial Advisers (AFA)
• Australian Professional Indemnity Group Inc
• Australian Professional Indemnity Group Inc

Peter Kalantzis is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Superannuation