Craig Stuart Peterson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000261449
- Location
- Sydney NSW 2000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 14 December 2009
- First provided advice
- 1997
- Qualifications
- Insurance Certificate Course, Sydney Technical College (TAFE NSW) (1991); Bachelor of Business (Marketing), University of Technology, Sydney (1998); Diploma of Financial Planning (8 Units), FPA Australia (2002); Certified Financial Planner Education Program, FPA Australia (2008); Self Managed Superannuation Funds Program, Pinnacle Financial Services Academy (2010); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2012); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of the Financial Advisers Association of Australia (FAAA); Senior Associate CIP of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Craig Stuart Peterson
On the Financial Advisers Register kept by ASIC, Craig Stuart Peterson appears as a current financial adviser in Sydney, New South Wales, adviser number 000261449.
Craig provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 14 December 2009.
According to the register, Craig first provided financial advice in 1997. Qualifications and training on file include Insurance Certificate Course (Sydney Technical College (TAFE NSW), 1991), Bachelor of Business (Marketing) (University of Technology, Sydney, 1998) and Diploma of Financial Planning (8 Units) (FPA Australia, 2002). Craig is recorded as a member of Certified Financial Planner (CFP) of the Financial Advisers Association of Australia (FAAA) and Senior Associate CIP of the Australian and New Zealand Institute of Insurance and Finance (ANZIIF).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
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Questions people ask
Is Craig Stuart Peterson a registered financial adviser?
Yes. Craig Stuart Peterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000261449.
Which licensee does Craig Stuart Peterson work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Craig Stuart Peterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.