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