Peter Talevski – Financial Adviser
Adviser identifying number: 407521
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: COLLINS ST. INVESTMENT ADVISORS PTY. LTD.
Licence number: 243305
Licensee’s ABN: 18004169779
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLINS ST. INVESTMENT ADVISORS PTY. LTD.
Authorised Representative identifying number: 243305
Authorised Representative’s ABN: 18004169779
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:
- Associate Dip Accounting – Kangan
- Bachelor of Commerce – LaTrobe
- Diploma Financial Planning – Deakin
Relevant memberships of professional bodies or industry associations:
- Association of Independently Owned Financial Professionals (AIOFP)
- CPA Australia (CPA)
Peter Talevski is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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