Financial Adviser
· BRIGHTON-LE-SANDS, NSW
Jonathan Kouloukakis
No disciplinary history on record with ASIC
BRIGHTON-LE-SANDS,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001319342
Jonathan Kouloukakis is a financial adviser based in Brighton-le-sands, New South Wales. Jonathan is currently authorised under Alegra Wealth, operating through Navigate Wealth Advisory. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Business from University of Technology Sydney.
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
2021
Bachelor of Business
University of Technology Sydney
2024
Graduate Diploma of Financial Planning GDFP19
Kaplan