Financial Adviser · MELBOURNE, VIC

Nick Katiforis

11 Years experience
ASIC Registered · ADV 000270538

Nick Katiforis is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Nick is currently authorised under Sequoia Wealth Management, operating through Futurity Trading. Nick holds authorisations to advise on securities, derivatives, foreign exchange and deposit products. Nick's qualifications include a Graduate Diploma in Applied Finance and Investment from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Securities Derivatives Foreign Exchange Deposit Products Government Bonds

Qualifications and Training

2001
Graduate Diploma in Applied Finance and Investment
Kaplan Higher Education Pty Limited
2006
RG146 Securities and MI
SDIA / SAA
2008
Derivatives Accreditation ADA2
ASX/Tribeca

Registration History

Jul 2020 - Present Current
Dec 2018 - Jun 2020 Ceased
Jan 2017 - Jun 2018 Ceased
In accordance with CAR Agreement With Phillip Capital Limited
BBY ADVISORY SERVICES PTY LTD
Apr 2015 - May 2015 Ceased

Source: ASIC Financial Advisers Register