Francis Kosteliz

Name
Francis Kosteliz
ID
320154
ABN
First Provided Advice
2006
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
  • Bachelor of Business - The University of Newcastle
  • Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd (formerly Tribeca)
  • MBA - University of Newcastle
  • Statement of Attainment - SMSF - Kaplan Education Pty Ltd

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Matrix Planning Solutions Limited (#238256)
Commenced
May 21, 2019
Ceased
Aug. 31, 2020
Status
Current
Licence Holder
Lfg Financial Services ltd (#227096)
Commenced
Sept. 4, 2020

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Affinia Financial Advisers Limited (#237857)
Commenced
Sept. 15, 2017
Ceased
May 20, 2019
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Aug. 1, 2012
Ceased
Dec. 17, 2013
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Dec. 22, 2009
Ceased
Oct. 27, 2011
Status
Ceased
Licence Holder
Jigsaw Support Services Pty Limited (#234663)
Commenced
Nov. 30, 2007
Ceased
Oct. 22, 2008
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Dec. 18, 2013
Ceased
Dec. 2, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Sept. 1, 2015
Ceased
July 13, 2017