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