Financial Adviser · PIALBA, QLD

Johnnie Kosmidis

PIALBA, QLD

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000302999

Practice

Uniqsol Wealth

Pialba, QLD (practice address on ASIC register)

Licensed through Capstone Financial Planning

View practice

About Johnnie Kosmidis

Johnnie Kosmidis is a financial adviser based in Pialba, Queensland, with 22 years of experience in the financial services industry since 2004. Johnnie works at Uniqsol Wealth, which is licensed through Capstone Financial Planning. Johnnie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Johnnie's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Johnnie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Bachelor of Commerce

Macquarie University

2006

Graduate Diploma of Financial Planning

FINSIA

2010

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2011

Margin Lending and Geared Investments

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Sep 2021 - Present Current

A.C.N. 603 037 510 PTY LTD

Dec 2018 - Sep 2021 Ceased

Praescius Financial Holdings Pty Ltd

Jul 2016 - Dec 2018 Ceased

GPL (VIC) PTY LTD

May 2009 - Jul 2016 Ceased

STRATEGIC WEALTH SOLUTIONS PTY LIMITED

Jun 2006 - Apr 2009 Ceased

Source: ASIC Financial Advisers Register