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: 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: 26/11/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
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:
- 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