Financial Adviser · BALWYN NORTH, VIC

Stephen Harisiou

BALWYN NORTH, VIC

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000444815

Currently at

Panoramic Wealth Group

Brighton, VIC (firm address)

View firm profile

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 is currently authorised under Spark Advisors Australia, operating through Panoramic Wealth Group. 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