DANIEL ANEVSKI

Financial Adviser ยท South Yarra, VIC

Registered

Registration Number

000451498

Registration Status

Registered

Location

South Yarra, VIC 3141

Providing Advice Since

2018

Registration Date

01/07/2024

Financial Services Licensee

AUSTRALIAN PRIVATE WEALTH PTY LTD

Licence #000405814

๐Ÿ“š Qualifications & Training

2009 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - The University of Melbourne
2009 - Bachelor of Engineering (Honours - H3) - Bachelor Honours Degree (AQF 8) - The University of Melbourne
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Certified Financial Planner - Professional Designations - FAAA
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.