Koustas & CO Smsf Advisory Pty ltd

AFS License Number
486128
Name
Koustas & CO Smsf Advisory Pty ltd
ABN/ACN/ARBN
74611144266
Licensee issued
June 30, 2016
Address
Melbourne, 3004, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Damien Burke 2016 Bachelor of Business (Accounting) - Royal Melbourne Institute of Technology ~ Certificate of Public Practice - Institute of Chartered Accountants ~ Financial Planning Certificate - Kaplan Education Pty Ltd ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants ~ Superannuation and SMSFs - Kaplan Education Pty Ltd
 Hercules Koustas 2016 Bachelor of Economics - Monash University ~ Certificate of Public Practice - Institute of Chartered Accountants ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants
 Sanjin Geljic 2016 Bachelor of Business - Monash University ~ Certificate of Public Practice - Institute of Chartered Accountants ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants ~ Master of Applied Taxation - University of NSW