Toni Zafirovski
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007264
- Location
- Sydney NSW 2000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221); Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 3 January 2023
- First provided advice
- 2009
- Qualifications
- Bachelor of Economics, University of Western Sydney (2003); Diploma of Financial Services (Financial Planning), Mentor PS146 Training Australia (2008); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Toni Zafirovski
Toni Zafirovski is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001007264.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The register also lists Professional Investment Services Pty Ltd (licence 234951). The current authorisation started on 3 January 2023.
According to the register, Toni first provided financial advice in 2009. Qualifications and training on file include Bachelor of Economics (University of Western Sydney, 2003), Diploma of Financial Services (Financial Planning) (Mentor PS146 Training Australia, 2008) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2021).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Toni Zafirovski a registered financial adviser?
Yes. Toni Zafirovski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007264.
Which licensee does Toni Zafirovski work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221 and Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Toni Zafirovski give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."