Michelle Peters
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291675
- Location
- Sydney NSW 2000
- Licensee
- E.f.d.b. Pty Limited (AFSL 311720)
- Authorised since
- 22 May 2007
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2003); Advanced Diploma of Financial Planning, Kaplan (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); TAI Practitioners & Advisers Limited
- 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 Michelle Peters
Michelle Peters is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000291675.
The licensee Michelle advises under is E.f.d.b. Pty Limited (AFS licence 311720). That authorisation dates from 22 May 2007.
According to the register, Michelle first provided financial advice in 1994. The qualifications listed for Michelle include Diploma of Financial Planning (Financial Planning Association of Australia, 2003), Advanced Diploma of Financial Planning (Kaplan, 2016) and Graduate Diploma of Financial Planning (Kaplan Professional, 2022). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and TAI Practitioners & Advisers Limited.
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 Michelle Peters a registered financial adviser?
Yes. Michelle Peters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291675.
Which licensee does Michelle Peters work under?
E.f.d.b. Pty Limited, Australian financial services licence 311720.
What can Michelle 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.