Financial Adviser
· NORTH SYDNEY, NSW
Boris Kolevski
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
30
Years experience
ASIC Registered · ADV 000244977
About Boris Kolevski
Boris Kolevski is a financial adviser based in North Sydney, New South Wales, with 30 years of experience in the financial services industry since 1996. Boris is currently authorised under Bdj Licensee Services, operating through Bdj Financial Services. Boris holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Boris's qualifications include a Bachelor of Commerce (Accounting) from University of Wollongong. Boris is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1991
Bachelor of Commerce (Accounting)
University of Wollongong
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
Certified Practicing Accountant (CPA)
CPA Australia
2010
RG146 Margin Lending & Geared Investments
Kaplan Australia