Kristie Peters
Financial Adviser in Mawson Lakes, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239694
- Location
- Mawson Lakes SA 5095
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 5 February 2020
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Banking and Finance), University of South Australia (1996); Diploma of Financial Planning, Financial Planning Association (2001); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Direct Equities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Kristie Peters
Kristie Peters is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mawson Lakes, South Australia (adviser number 000239694).
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. That authorisation dates from 5 February 2020.
The register records 1999 as the year Kristie first provided financial advice. The qualifications listed for Kristie include Bachelor of Business (Banking and Finance) (University of South Australia, 1996), Diploma of Financial Planning (Financial Planning Association, 2001) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Kristie 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.
The register adds a condition to this authorisation: “Direct Equities excludes direct equities advice.”
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Questions people ask
Is Kristie Peters a registered financial adviser?
Yes. Kristie Peters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239694.
Which licensee does Kristie Peters work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Kristie Peters 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. It also records this restriction: "Direct Equities excludes direct equities advice."