John Kosmidis

Uniqsol Wealth

Gold
18 Yrs Experience
Pialba, QLD 4655

Recent reviews

Uniqsol Wealth

Suite 8, 10 Liuzzi St
Pialba, QLD 4655

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"John has given us advice and help in starting a self managed super fund. We found John very easy to work with and have enlisted him with confidence to continue with us this SMSF journey. We feel that he has taken on board all of our needs and is using his knowledge and experience to guide us."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"John helped and advised us through the process of setting up our self managed super fund. We found John very easy to talk too, he listened to us and helped us understand anything we were not sure of. We feel very confident that John will look after our super fund and help us grow it in the right direction."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I made an appointment to see John to help with my superannuation. He was very easy to speak with. He provided me with ways to budget better, manage my debts and explained options available for leaving the work force. He also explained banking questions I had and I left understanding more about my finances, especially more confident that I had more control over them. I feel now that I am moving forward in a more positive way towards my retirement. He has kept in communication with updates and has made me feel that I'm able to contact or see him to have anything else explained."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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