Peter Alvarez
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000027
- Location
- Sydney NSW 2000
- Licensee
- Navigate Wealth Pty. Ltd. (AFSL 332417)
- Authorised since
- 3 March 2009
- First provided advice
- 2005
- Qualifications
- Bachelor of Applied Finance, University of Western Sydney (2001); Diploma of Financial Planning, Financial Planning Association of Australia/Deakin University (2004); Graduate Diploma of Financial Planning, Financial Services and Securities Institute of Australia (FINSIA) (2008); SMSF Specialist Advisor, SMSF Association of Australia (2011)
- Memberships
- SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Alvarez
On the Financial Advisers Register kept by ASIC, Peter Alvarez appears as a current financial adviser in Sydney, New South Wales, adviser number 001000027.
The licensee Peter advises under is Navigate Wealth Pty. Ltd. (AFS licence 332417). The current authorisation started on 3 March 2009.
The register records 2005 as the year Peter first provided financial advice. Qualifications and training on file include Bachelor of Applied Finance (University of Western Sydney, 2001), Diploma of Financial Planning (Financial Planning Association of Australia/Deakin University, 2004) and Graduate Diploma of Financial Planning (Financial Services and Securities Institute of Australia (FINSIA), 2008). Peter is recorded as a member of SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter Alvarez a registered financial adviser?
Yes. Peter Alvarez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000027.
Which licensee does Peter Alvarez work under?
Navigate Wealth Pty. Ltd., Australian financial services licence 332417.
What can Peter Alvarez 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.