Goran Velevski
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000455927
- Location
- Richmond VIC 3121
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 1 June 2024
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Economics and Finance), Swinburne University of Technology (2011); Bachelor of Business, Swinburne Education of Technology (2011); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Planner AFP (FPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Goran Velevski
Goran Velevski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Richmond, Victoria (adviser number 000455927).
Goran provides advice as an authorised representative of Cobalt Advisers Pty Ltd, which holds Australian financial services licence 512550. That authorisation dates from 1 June 2024.
The register records 2013 as the year Goran first provided financial advice. The qualifications listed for Goran include Bachelor of Business (Economics and Finance) (Swinburne University of Technology, 2011), Bachelor of Business (Swinburne Education of Technology, 2011) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Goran is recorded as a member of Financial Planner AFP (FPA).
Goran is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Goran Velevski a registered financial adviser?
Yes. Goran Velevski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000455927.
Which licensee does Goran Velevski work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Goran Velevski 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.