Financial Adviser
· CARLTON, VIC
Kosta Atanasov
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000308860
Kosta Atanasov is a financial adviser based in Carlton, Victoria, with 20 years of experience in the financial services industry. Kosta is currently authorised under Investor Capital Group Pty Ltd. Kosta 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 Business/Bachelor of Arts from Victoria University.
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
2006
Bachelor of Business/Bachelor of Arts
Victoria University
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional
2013
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
EVERMORE MONEY MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register