Financial Adviser · MELBOURNE, VIC

Daniel Anevski

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 000451498

Daniel Anevski is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Daniel is currently authorised under Industry Fund Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Certified Financial Planner from FAAA. Daniel 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

Restrictions: IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Commerce (Finance and Marketing)
The University of Melbourne
2009
Bachelor of Engineering (Honours
2012
Diploma of Financial Planning
Kaplan Professional
2017
Certified Financial Planner
FAAA
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Mar 2026 - Present Current
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Jul 2024 - Oct 2025 Ceased
Mar 2022 - Apr 2022 Ceased
No margin lending advice
Oct 2019 - Aug 2021 Ceased
CSF PTY LIMITED
Apr 2018 - Oct 2019 Ceased
Jan 2014 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register