Data sourced from ASIC Financial Advisers Register
Financial Adviser · BALWYN NORTH, VIC

Stephen Harisiou

BALWYN NORTH, VIC
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000444815
Practice
Panoramic Wealth Group
Balywn North, VIC (practice address on ASIC register)
Licensed through Spark Advisors Australia
View practice

About Stephen Harisiou

Stephen Harisiou is a financial adviser based in Balwyn North, Victoria, with 13 years of experience in the financial services industry since 2013. Stephen works at Panoramic Wealth Group, which is licensed through Spark Advisors Australia. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Certified Financial Planner Certification from Financial Planning Association of Australia. Stephen is a member of CFP - Certified Financial Planner (FPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Certificate IV in Financial Services
RMIT University
2008
Diploma of Financial Services
RMIT University
2012
Bachelor of Finance
La Trobe University
2015
Certified Financial Planner Certification
Financial Planning Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd
May 2022 - Present Current
Akumin Financial Planning Pty Limited
May 2015 - Apr 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register