Financial Adviser · ROCKHAMPTON, QLD

Nikolaos Tzoutzias

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004221

Currently at

Melbourne, VIC

View firm profile

Nikolaos Tzoutzias is a financial adviser based in Rockhampton, Queensland, with 28 years of experience in the financial services industry since 1998. Nikolaos is currently authorised under Capstone Financial Planning, operating through Fitzroy Financial Advice. Nikolaos holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nikolaos's qualifications include a Bachelor of Business from University College of Central Queensland. Nikolaos 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Business

University College of Central Queensland

2005

Self Managed Superannuation Funds

Tribeca Learning (Aust)

2006

Advanced Diploma of Financial Services (Financial Planning

Financial Services Institute of Australia (FINSIA)

2010

Margin Lending and Geared Investments

Kaplan Professional

2019

Accredited Listed Product Adviser Program (ALPA)

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Jul 2019 - Present Current

Westpac Banking Corporation

Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register