Peta Lee Winkless
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320420
- Location
- South Perth WA 6151
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 4 January 2010
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Markets, Securities Institute (2003); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Peta Lee Winkless
Peta Lee Winkless is a financial adviser in South Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000320420.
The licensee Peta advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 4 January 2010.
The register records 2007 as the year Peta first provided financial advice. Qualifications and training on file include Diploma of Financial Markets (Securities Institute, 2003), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008). Professional memberships recorded: 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Peta Lee Winkless a registered financial adviser?
Yes. Peta Lee Winkless is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320420.
Which licensee does Peta Lee Winkless work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Peta Lee Winkless 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."