The Alexis Team

The Alexis team has over 20 years experience within the financial services industry ranging from legal, compliance, dispute resolution and insurance broking services.

Alexis Insurance Brokers Pty Ltd is a Corporate Authorised Representative (No. 326574) of Alexis Wealth Advisors Pty Ltd ABN 49 119 785 296. Australian Financial Services License No. 309481

 

Peter Kalantzis

Peter Kalantzis has over 10 years financial services experience. He specializes in providing PI insurance solutions for financial services member associations and participants.PeterKalantzis

In 2003, he accompanied the Financial Planning of Australia Association (“FPA”) Chief Executive, Ken Breakspear to London to head negotiations with Insurer Zurich London for a PI Facility for FPA members. Later in 2005, Peter was successful in organizing a PI Facility for the Boutique Financial Planning Principals Group (“BFPPG”).

Peter holds a Bachelor of Commerce, Diploma in Accounting, and Tier 1 qualifications. Peter is authorised to provide general insurance product advice.