Jay Belevski
Financial Adviser in Lane Cove, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002603
- Location
- Lane Cove NSW 2066
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 15 August 2019
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2004); Licensee Accreditation, MLC (2012); Graduate Certificate, University of Technology Sydney (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jay Belevski
Jay Belevski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lane Cove, New South Wales (adviser number 001002603).
The licensee Jay advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 15 August 2019.
The register records 1999 as the year Jay first provided financial advice. The qualifications listed for Jay include Diploma of Financial Planning (Financial Planning Association of Australia, 2004), Licensee Accreditation (MLC, 2012) and Graduate Certificate (University of Technology Sydney, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jay Belevski a registered financial adviser?
Yes. Jay Belevski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002603.
Which licensee does Jay Belevski work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Jay Belevski give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.