Adam Stefanovski
Financial Adviser in Barangaroo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004787
- Location
- Barangaroo NSW 2000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 July 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2012); Bachelor of Commerce, University of Wollongong (2016)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Stefanovski
On the Financial Advisers Register kept by ASIC, Adam Stefanovski appears as a current financial adviser in Barangaroo, New South Wales, adviser number 001004787.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 1 July 2019.
According to the register, Adam first provided financial advice in 2008. The qualifications listed for Adam include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2012). Adam is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Stefanovski a registered financial adviser?
Yes. Adam Stefanovski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004787.
Which licensee does Adam Stefanovski work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Adam Stefanovski give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.