Peta Ann Nunn
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264480
- Location
- Adelaide SA 5000
- Licensee
- Perks Private Wealth Pty Ltd (AFSL 236551)
- Authorised since
- 1 July 2005
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia Limited (2004); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2007); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Peta Ann Nunn
On the Financial Advisers Register kept by ASIC, Peta Ann Nunn appears as a current financial adviser in Adelaide, South Australia, adviser number 000264480.
The licensee Peta advises under is Perks Private Wealth Pty Ltd (AFS licence 236551). That authorisation dates from 1 July 2005.
The register records 2004 as the year Peta first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2004), 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2007) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022). Peta is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peta Ann Nunn a registered financial adviser?
Yes. Peta Ann Nunn is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264480.
Which licensee does Peta Ann Nunn work under?
Perks Private Wealth Pty Ltd, Australian financial services licence 236551.
What can Peta Ann Nunn 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; derivatives.