Financial Adviser · SURREY HILLS, VIC

Emanouel Hatzimanolis

SURREY HILLS, VIC
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002854
Currently at
Melbourne, VIC (firm address)

About Emanouel Hatzimanolis

Emanouel Hatzimanolis is a financial adviser based in Surrey Hills, Victoria, with 20 years of experience in the financial services industry since 2006. Emanouel is currently authorised under Capstone Financial Planning, operating through Elevate Wealth. Emanouel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Emanouel's qualifications include a Master of Applied Finance (Financial Planning) from Kaplan Professional. Emanouel 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

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust)
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Master of Applied Finance (Financial Planning)
Kaplan Professional
2020
Accredited Aged Care Professional
Aged Care Steps

Registration History

May 2021 - Present Current
This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Feb 2020 - May 2021 Ceased
Superannuation - All excludes Self Managed Superannuation Funds
Nov 2006 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register