Financial Adviser
· BARANGAROO, NSW
Adam Stefanovski
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004787
Adam Stefanovski is a financial adviser based in Barangaroo, New South Wales, with 18 years of experience in the financial services industry. Adam is currently authorised under Alliance Wealth Pty Ltd. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Wollongong. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
Bachelor of Commerce
University of Wollongong
Registration History
Source: ASIC Financial Advisers Register