Amy Louise Peterson
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260465
- Location
- South Perth WA 6151
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 11 October 2023
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self Managed Super Funds (SMSF) or Margin Lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About Amy Louise Peterson
Amy Louise Peterson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Perth, Western Australia (adviser number 001260465).
Advice is given under the Australian financial services licence of Fiducian Financial Services Pty Ltd, licence number 231103. That authorisation dates from 11 October 2023.
According to the register, Amy first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2014), Advanced Diploma of Financial Planning (Kaplan Professional, 2017) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Amy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. 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 (SMSF) or Margin Lending.”
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Questions people ask
Is Amy Louise Peterson a registered financial adviser?
Yes. Amy Louise Peterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260465.
Which licensee does Amy Louise Peterson work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Amy Louise Peterson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self Managed Super Funds (SMSF) or Margin Lending."