JAY BELEVSKI
Financial Adviser · Lane Cove, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2007 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2012 - Licensee Accreditation - Listed Securities - Other - MLC
2014 - Graduate Certificate - Management - Graduate Certificate (AQF 8) - University of Technology Sydney
🏢 Professional Memberships
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.