Frank Peh
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000358677
- Location
- South Yarra VIC 3141
- Licensee
- Iwm Advisors Australia Pty Ltd (AFSL 343582)
- Authorised since
- 3 June 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Accountancy, National University of Singapore (1987); Master of Business Administration, London Business School (1994); Advanced Diploma of Financial Services (Financial Planning), Holmesglen Institute (2009); Diploma of Financial Services (Financial Planning), Holmesglen Institute (2009); Diploma, Company Directors Course, Australian Institute of Company Directors (2011)
- Memberships
- Financial Services Institute of Australasia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Frank Peh
Frank Peh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000358677).
The licensee Frank advises under is Iwm Advisors Australia Pty Ltd (AFS licence 343582). The current authorisation started on 3 June 2010.
According to the register, Frank first provided financial advice in 2010. The qualifications listed for Frank include Bachelor of Accountancy (National University of Singapore, 1987), Master of Business Administration (London Business School, 1994) and Advanced Diploma of Financial Services (Financial Planning) (Holmesglen Institute, 2009). Frank is recorded as a member of Financial Services Institute of Australasia.
Frank is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Frank Peh a registered financial adviser?
Yes. Frank Peh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000358677.
Which licensee does Frank Peh work under?
Iwm Advisors Australia Pty Ltd, Australian financial services licence 343582.
What can Frank Peh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.