Financial Adviser
· LANE COVE, NSW
Jay Belevski
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002603
Jay Belevski is a financial adviser based in Lane Cove, New South Wales, with 27 years of experience in the financial services industry. Jay is currently authorised under Personal Financial Services Ltd. Jay 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 CFP from Professional Designations - Financial Planning Association of Australia. Jay 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association of Australia
2007
CFP
Professional Designations - Financial Planning Association of Australia
2012
Licensee Accreditation
Other - MLC
2014
Graduate Certificate
Registration History
Source: ASIC Financial Advisers Register