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- Kosta Atanasov
Kosta Atanasov
- Name
- Kosta Atanasov
- ID
- 308860
- ABN
- –
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Bachelor of Business/Bachelor of Arts - Bachelor Degree (AQF 7) - Victoria University
- 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
- 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional
- 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
- 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- July 31, 2018
- Ceased
- July 9, 2021
- Status
- Ceased
- Licence Holder
- Asvw Financial Services Pty Ltd (#446176)
- Commenced
- April 19, 2022
- Ceased
- Oct. 24, 2024
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- Aug. 2, 2021
- Ceased
- March 14, 2022
- Status
- Current
- Licence Holder
- Capstone Financial Planning Pty ltd (#223135)
- Commenced
- Nov. 4, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Oct. 11, 2016
- Ceased
- June 30, 2017
- Status
- Ceased
- Licence Holder
- Evermore Money Management Pty Ltd (#401712)
- Commenced
- March 8, 2016
- Ceased
- July 8, 2016
- Status
- Ceased
- Licence Holder
- Hnw Planning Pty Ltd (#225216)
- Commenced
- July 21, 2014
- Ceased
- Feb. 11, 2016
- Status
- Ceased
- Licence Holder
- Madison Financial Group Pty Ltd (#246679)
- Commenced
- Sept. 7, 2017
- Ceased
- May 31, 2018
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- Dec. 19, 2006
- Ceased
- May 29, 2013