Financial Adviser · ESSENDON, VIC

Nicholas Kakalis

ESSENDON, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000310699

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Nicholas Kakalis is a financial adviser based in Essendon, Victoria, with 15 years of experience in the financial services industry since 2011. Nicholas is currently authorised under Lifespan Financial Planning. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Commerce from University of Melbourne. Nicholas is a member of Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).

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

1999

Bachelor of Commerce

University of Melbourne

2002

Chartered Accountant

The Institute of Chartered Accountants

2011

Diploma of Financial Services (Financial Planning)

AAMC Training Group

2013

Diploma of Finance and Mortgage Broking Management

AAMC Training Group

Registration History

Lifespan Financial Planning Pty Ltd

May 2026 - Present Current

Consultum Financial Advisers Pty Ltd

May 2016 - May 2026 Ceased

Securities: advice is limited to approved model portfolios only.

GUARDIANFP PTY LIMITED

Mar 2013 - May 2016 Ceased

Superannuation excludes SMSF Advice

Wealth Today Pty Ltd

Aug 2011 - Mar 2013 Ceased

WILLMOTT FORESTS LIMITED

Mar 2009 - Mar 2010 Ceased

TIMBERCORP SECURITIES LIMITED

Feb 2007 - Feb 2008 Ceased

Source: ASIC Financial Advisers Register