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Harry Kyriakopoulos

Name
Harry Kyriakopoulos
ID
275985
ABN
–
First Provided Advice
1995

Qualifications

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

  • 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney
  • 2005 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
  • 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
  • 2015 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Financial Education Professionals
  • 2018 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional

Memberships

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

  • Australian and New Zealand Institute of Insurance and Finance
  • CPA Australia (CPA)
  • National Tax and Accountants Association (NTAA)

Licencee

Status
Ceased
Licence Holder
Alpha Asset Management Pty Ltd (#480258)
Commenced
Jan. 24, 2023
Ceased
March 6, 2023
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
Dec. 14, 2021
Ceased
Dec. 31, 2022
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
May 28, 2012
Ceased
June 21, 2021
Status
Current
Licence Holder
Advice Assist Australia Pty ltd (#496692)
Commenced
Dec. 11, 2024

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
Jigsaw Support Services Pty Limited (#234663)
Commenced
Aug. 9, 2007
Ceased
May 28, 2012
Status
Ceased
Licence Holder
Meritum Financial Group Pty Ltd (#245569)
Commenced
April 30, 2004
Ceased
Aug. 8, 2007