Peter Kaleski
Financial Adviser in Sydney Olympic Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000768
- Location
- Sydney Olympic Park NSW 2127
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 22 August 2023
- First provided advice
- 2009
- Qualifications
- Diploma BCom, University of Wollongong (2006); Graduate Certificate in Financial Planning, finsia (2008); Margin Lending & Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2011)
- 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 Peter Kaleski
On the Financial Advisers Register kept by ASIC, Peter Kaleski appears as a current financial adviser in Sydney Olympic Park, New South Wales, adviser number 001000768.
The licensee Peter advises under is Bluewater Financial Advisors Pty Ltd (AFS licence 411846). That authorisation dates from 22 August 2023.
The register records 2009 as the year Peter first provided financial advice. Qualifications and training on file include Diploma BCom (University of Wollongong, 2006), Graduate Certificate in Financial Planning (finsia, 2008) and Margin Lending & Geared Investments (Kaplan, 2011).
Peter is authorised to advise 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 Peter Kaleski a registered financial adviser?
Yes. Peter Kaleski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000768.
Which licensee does Peter Kaleski work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Peter Kaleski 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.