Peter Kaleski – Financial Adviser
Adviser identifying number: 1000768
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: EQUITI FINANCIAL SERVICES PTY LTD
Licence number: 328681
Licensee’s ABN: 20120384474
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EQUITI FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 328681
Authorised Representative’s ABN: 20120384474
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma BCom – University of Wollongong
- Graduate Certificate in Financial Planning – finsia
- Margin Lending & Geared Investments – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
Peter Kaleski is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility