Lena Ngaio Peel
Financial Adviser in Nelson Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260908
- Location
- Nelson Bay NSW 2315
- Licensee
- Genus Wealth Australia Pty Ltd (AFSL 522710)
- Authorised since
- 25 September 2020
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, University of Wollongong (2011); Advanced Diploma of Financial Planning, Monarch Institute (2016); Self Managed Superannuation Fund accreditation, Monarch Institute (2016); Master of Financial Planning, Kaplan Professional (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Lena Ngaio Peel
Lena Ngaio Peel is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Nelson Bay, New South Wales (adviser number 001260908).
Advice is given under the Australian financial services licence of Genus Wealth Australia Pty Ltd, licence number 522710. The current authorisation started on 25 September 2020.
According to the register, Lena first provided financial advice in 2017. The qualifications listed for Lena include Bachelor of Commerce (University of Wollongong, 2011), Advanced Diploma of Financial Planning (Monarch Institute, 2016) and Self Managed Superannuation Fund accreditation (Monarch Institute, 2016). Lena is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Lena Ngaio Peel a registered financial adviser?
Yes. Lena Ngaio Peel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260908.
Which licensee does Lena Ngaio Peel work under?
Genus Wealth Australia Pty Ltd, Australian financial services licence 522710.
What can Lena Ngaio Peel 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.