Financial Adviser
· RICHMOND, VIC
Goran Velevski
No disciplinary history on record with ASIC
RICHMOND,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455927
Goran Velevski is a financial adviser based in Richmond, Victoria, with 13 years of experience in the financial services industry since 2013. Goran is currently authorised under Cobalt Advisers, operating through Mint Lane. Goran holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Goran's qualifications include a Bachelor of Business (Economics and Finance) from Swinburne University of Technology. Goran is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business (Economics and Finance)
Swinburne University of Technology
2011
Bachelor of Business
Swinburne Education of Technology
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Excluding Self Managed Superannuation Funds
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
Source: ASIC Financial Advisers Register