BORIS KOLEVSKI
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1991 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Wollongong
2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
2010 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.