Patricia Peters
Financial Adviser in East Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000237766
- Location
- East Hawthorn VIC 3123
- Licensee
- Petersmckeown Pty Ltd (AFSL 296198)
- Authorised since
- 1 May 2006
- First provided advice
- 2000
- Qualifications
- Master of Business Adminstration, Monash University (1991); Master of Professional Accounting, Monash University (1997); Certified Financial Planner, FPA (2002); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Patricia Peters
On the Financial Advisers Register kept by ASIC, Patricia Peters appears as a current financial adviser in East Hawthorn, Victoria, adviser number 000237766.
Patricia provides advice as an authorised representative of Petersmckeown Pty Ltd, which holds Australian financial services licence 296198. That authorisation dates from 1 May 2006.
According to the register, Patricia first provided financial advice in 2000. The qualifications listed for Patricia include Master of Business Adminstration (Monash University, 1991), Master of Professional Accounting (Monash University, 1997) and Certified Financial Planner (FPA, 2002). Patricia is recorded as a member of Financial Advice Association of Australia (FAAA).
Patricia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, 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 Patricia Peters a registered financial adviser?
Yes. Patricia Peters is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000237766.
Which licensee does Patricia Peters work under?
Petersmckeown Pty Ltd, Australian financial services licence 296198.
What can Patricia Peters give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending.