Financial Adviser
· PRESTON, VIC
Dennis Koklas
No disciplinary history on record with ASIC
PRESTON,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000885
About Dennis Koklas
Dennis Koklas is a financial adviser based in Preston, Victoria, with 21 years of experience in the financial services industry since 2005. Dennis is currently authorised under Lifespan Financial Planning. Dennis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dennis's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
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
2004
Diploma of Financial Services (Financial Planning)
Securities Institute
2007
Advanced Diploma of Financial Services (Financial Planning)
Finsia
2010
Margin Lending and Geared Investments
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register