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Daniel Anevski Email & Phone Number

Location: Melbourne, Victoria, Australia 8 work roles 3 schools
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Role
Certified Financial Planner
Location
Melbourne, Victoria, Australia
Company size

Who is Daniel Anevski? Overview

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Quick answer

Daniel Anevski is listed as Certified Financial Planner at APW Partners | Australian Private Wealth | Your trusted wealth advisers, a company with 11 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Anevski.

Daniel Anevski previously worked as Associate Adviser at Apw Partners | Australian Private Wealth | Your Trusted Wealth Advisers and Paraplanning & Compliance Manager at Australiawide Financial Planning. Daniel Anevski holds Bachelor Of Commerce (Bcom) & Bachelor Of Engineering (Beng) (Hons), Finance, Marketing, Mechanical Engineering from University Of Melbourne.

Company email context

Email format at APW Partners | Australian Private Wealth | Your trusted wealth advisers

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APW Partners | Australian Private Wealth | Your trusted wealth advisers

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Profile bio

About Daniel Anevski

I have vast experience in the financial planning industry as a financial planner, paraplanner and client services manager. I have worked for boutique and medium-sized private firms, along with profit-to-member industry superannuation funds.I specialise in superannuation, personal insurance, investments, debt management, retirement planning and Centrelink strategies. I have a sound understanding of the regulatory requirements within the Australian financial services industry and the compliance obligations of financial planners. I have also participated strongly in improving compliance processes and specialise in reviewing financial advice and internal documents and processes.I successfully completed the FASEA national exam in December 2019 and have also completed the Certified Financial Planner (CFP) certification program. I am a member of the Financial Planning Association and I am registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

Listed skills include Investments, Strategic Financial Planning, Insurance, Securities, and 10 others.

Current workplace

Daniel Anevski's current company

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APW Partners | Australian Private Wealth | Your trusted wealth advisers
Apw Partners | Australian Private Wealth | Your Trusted Wealth Advisers
Certified Financial Planner
south yarra, victoria, australia
Employees
11
AeroLeads page
8 roles

Daniel Anevski work experience

A career timeline built from the work history available for this profile.

Paraplanning & Compliance Manager

Australiawide Financial Planning

Melbourne, Victoria, Australia

Mar 2022 - Jun 2024

Consultant

Melbourne, Victoria, Australia

Oct 2021 - Feb 2022

Financial Planner

Mylife Myadvice

Melbourne, Australia

Apr 2018 - Aug 2021

Paraplanner

Mylife Myadvice
Jun 2014 - Aug 2021

Client Manager - General Insurance

Melbourne, Australia

Mar 2012 - Jun 2012
Team & coworkers

Colleagues at APW Partners | Australian Private Wealth | Your trusted wealth advisers

Other employees you can reach at apwpartners.com.au. View company contacts for 11 employees →

3 education records

Daniel Anevski education

Bachelor Of Commerce (Bcom) & Bachelor Of Engineering (Beng) (Hons), Finance, Marketing, Mechanical Engineering

Certified Financial Planner (Cfp) Certification

Deakin Prime

Diploma Of Financial Planning

Kaplan Professional Education

Completed March 2013. Completed Subjects: Foundations of Financial Planning Insurance and Risk Protection Superannuation Investment.

FAQ

Frequently asked questions about Daniel Anevski

Quick answers generated from the profile data available on this page.

What company does Daniel Anevski work for?

Daniel Anevski works for APW Partners | Australian Private Wealth | Your trusted wealth advisers.

What is Daniel Anevski's role at APW Partners | Australian Private Wealth | Your trusted wealth advisers?

Daniel Anevski is listed as Certified Financial Planner at APW Partners | Australian Private Wealth | Your trusted wealth advisers.

Where is Daniel Anevski based?

Daniel Anevski is based in Melbourne, Victoria, Australia while working with APW Partners | Australian Private Wealth | Your trusted wealth advisers.

What companies has Daniel Anevski worked for?

Daniel Anevski has worked for Apw Partners | Australian Private Wealth | Your Trusted Wealth Advisers, Australiawide Financial Planning, Kpmg Australia, Mylife Myadvice, and Suncorp.

Who are Daniel Anevski's colleagues at APW Partners | Australian Private Wealth | Your trusted wealth advisers?

Daniel Anevski's colleagues at APW Partners | Australian Private Wealth | Your trusted wealth advisers include Elly Plunkett (Fennessy), Calvin Nee, David Trayanovski, Gregory P Keady, and Robert Macisaac.

How can I contact Daniel Anevski?

You can use AeroLeads to view verified contact signals for Daniel Anevski at APW Partners | Australian Private Wealth | Your trusted wealth advisers, including work email, phone, and LinkedIn data when available.

What schools did Daniel Anevski attend?

Daniel Anevski holds Bachelor Of Commerce (Bcom) & Bachelor Of Engineering (Beng) (Hons), Finance, Marketing, Mechanical Engineering from University Of Melbourne.

What skills is Daniel Anevski known for?

Daniel Anevski is listed with skills including Investments, Strategic Financial Planning, Insurance, Securities, Superannuation, Wealth Management, Retirement Planning, and Portfolio Management.

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